Company intelligence
Summit Investment Advisors
Summit Investment Advisors is a comprehensive financial advisory firm serving clients primarily in Minnesota and Florida
About Summit Investment Advisors
We believe financial planning should deliver confidence and clarity to those we serve. With that in mind, we work to help individuals, families, and businesses make smarter financial decisions so they can pursue, grow, and enjoy their wealth. People come to us with different goals, such as preparing for retirement, growing investments, planning for their children’s future, or working to preserve their legacy. No matter where you are in this process, our experienced team delivers thoughtful, personalized financial strategies that align with your values and guide you every step of the way. We’re committed to building long-term relationships with our clients. First, we listen, taking the time to understand what matters most to you. Then, we create tailored plans that adapt as your life and financial landscape evolve. With a focus on education, transparency, and integrity, we strive to simplify complex financial decisions and empower you to move forward with confidence. Invest in Learning. Invest in Life. Retire with Confidence.
Verified activity
Signals from Summit Investment Advisors
2 published signals
Presence & Recognition
Summit Investment Advisors is hosting a Health Insurance & Medicare 101 Workshop on Tuesday, September 15th, presented by Kara Jordan, an Independent Insurance Agent with Shamp Insurance Group.
Reported by Summit Investment Advisors
Presence & Recognition
Summit Investment Advisors is hosting a Health Insurance & Medicare 101 Workshop at the Roseville office on Tuesday, September 15th, from 11:30 AM to 12:30 PM and 4:00 PM to 5:00 PM, featuring Kara Jordan from Shamp Insurance Group covering individual and family health insurance updates, Affordable Care Act coverage, Medicare Supplements, Medicare Advantage Plans, and alternative coverage options.
Reported by Sean McDermott