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1. Summit Consultants, Inc - Fort Wayne
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· 2 reviews
7912 Carnegie Blvd, Fort Wayne, IN 46804
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Matt Farmer: Summit Consultants is a class act. The Spoltman family has been taking care of my entire family' financial planning for years. They do a fantastic job of managing our assets and planning for financial success. I would highly recommend them for any financial planning services.
Dave Stevens: Summit Consultants are wonderful. Trustworthy, hard working, they go above and beyond to help us in any way they can. I've been working with them for probably 25+ years. First with Steve, and now with Chris with assist from Nick and others. Whenever I come in, my wife and I are the priorities, they'll take the time to offer an update on our investments, (not that we have a lot) and also offer basic financial advice.When I first started working with them, Steve told me that they many folks who they handle with not a lot of means, and they figured that if they treat all people well, that the business will grow. It seems to have done so. They took great care helping my father and mother with their retirement and helped them make the most of the little funds they had. They were wonderful to both of them. I recommend Summit Consultants to many.
Rita Deininger: Everyone at Summit Consultants is so helpful and easy to work with. Readily available for questions, planning, and assistance whenever needed. We appreciate all that you do!
Ellen Farmer: I have so much trust in Summit Consultants. Steve and Heather have gone out of their way to help me, especially becoming a widow, to make sure that all of my investments will help me in the long run. They even met with my sons to ensure them that financial I will be fine. I couldn’t have done this without them.
Mark Miller Sr: I interviewed 6 different financial advisors, and as soon as we met with Summit, we knew we were home. Honest and caring, they treat you like you are one of the family. I would, and I have highly recommended them to everyone I know.
Christopher Harris: The Spoltmans and the entire team at Summit Consultants are wonderful people to work with. I have been trusting my retirement savings with them for nearly 10 years and I have nothing but good things to say about them. They are honest, trustworthy, and very knowledgeable in the world of investing. Definitely the people you want on your side to help navigate through these difficult years. I would recommend them to anyone.
Barbara Renz: Lovely office, personable and professional, our consultants feel like old friends. Thorough and accurate. Highly recommend.
Christina Prechbold: Very knowledgeable. They get to know their clients and are very personable.
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2. APP Financial Planning & Investments - Fort Wayne
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· 1 reviews
9933 Dupont Cir Dr W STE 110, Fort Wayne, IN 46825
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Felicia Svarczkopf: Positive:Professionalism
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3. One Resource Wealth Management Group - Fort Wayne
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· 3 reviews
1001 Chestnut Hills Pkwy Suite 110, Fort Wayne, IN 46814
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michael brateman: Don’t trust these guys!!!! Especially Fred. More than eight years ago I put my trust not only in one resource but in Fred. He specifically told me and spelled out in graphs and in diagrams that my money would be liquid in three years or less. I don’t believe I’ll ever see my money again. Fred only harped and harped about how I’m making income from my dividends and that I will be able to get my money once the company that it’s invested in goes public. That was a very big lie from the beginning. The same lie was told not only to a very best friend of mine who is also in the same position as I am but many others that were all present at an Eddie Merlots wealth building dinner. Many of those investors have passed away and their investments have transferred to their families.These guys, this business one resource has been under investigation in the past. I’m not surprised at all.
Rachel Moss: Positive:Professionalism,Quality,Responsiveness
saghi togashi: Positive:Professionalism,Quality,Responsiveness,ValueTrust worthy and knowledgeable financial advisors. Highly recommend the group and they have positively affected our financial future. Thanks
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4. Lincoln Financial Group - Fort Wayne
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· 31 reviews
1301 S S Harrison St, Fort Wayne, IN 46802
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5. Premier Financial Group - Fort Wayne
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· 3 reviews
1001 Chestnut Hills Pkwy Suite 110-A, Fort Wayne, IN 46804
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