Summit Investment Management Ltd

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5005 W Loomis Rd Ste 200
Milwaukee, WI 53220
+1 (414) 291-4488
https://www.suminvest.com

Summit Investment Management Ltd, based in Milwaukee, WI, specializes in providing comprehensive financial guidance to individuals seeking to achieve their retirement goals. With a team of experienced financial advisors, the firm emphasizes the importance of personalized advice and strategic planning to navigate the complexities of financial management.

Understanding that financial freedom encompasses more than just an investment portfolio, Summit assists clients in creating tailored financial strategies that include cash flow management, tax planning, and estate preservation. They cater to a diverse range of clients, from those just starting their financial journey to retirees facing unexpected challenges.

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"BMO Wealth Management in general, and this Milwaukee office in particular, is the most overpriced, poorly run investment company ever created. Their fees are astronomically high, and yet their..."
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