Summit Wealth Group is a trusted financial service provider that understands the importance of personalized financial decisions. Their approach is tailored to each client's unique goals and level of risk tolerance, providing individually managed accounts and plans. The team begins by analyzing the client's risk appetite, financial situation, and time horizon. Based on the findings, they recommend a diversified mix of investments that align with their long-term goals. Summit Wealth Group offers a wide range of services, including college funding, investment management, cash flow management, 401K management, and estate planning. They aim to be your go-to financial advisor and provide comprehensive financial planning and wealth management at every stage of life to help you achieve your goals. Whether you’re looking to properly save for retirement, help improve your income tax situation or want help with your business taxes and financial services.
UNIQUE FACTS:
• Customized Plan
• Commission-Free
• Free Financial Assessment.
3 Best Financial Services in Fairfield, CA
Expert recommended Top 3 Financial Services in Fairfield, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
SUMMIT WEALTH GROUP REVIEWS
My grandma has been seeing Ted as a financial advisor for quite some time and it has always been a pleseant experience! Ted and his team are awesome and helpful. Definitely would reccomend.
Ted has been very helpful with helping me with my finances.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Correia Financial Services is a highly reputable financial services provider located in Fairfield, California, Phil Correia and his team strive to help clients achieve their financial goals and maintain financial stability in the present while proactively planning for the future. Their approach involves a thorough analysis of each client's unique situation, allowing them to tailor their advice to meet their specific needs. Their firm is large enough to offer a full range of professional services but small enough to give you the individual attention that you deserve. CFS is authorized to complete Federal and State Income Tax Returns for individuals, families, and small businesses. They can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
UNIQUE FACTS:
• 40 Years of Experience
• Online Appointment
• Affordable Pricing
• Free Consultation.
Specialty:
Contact:
Working Hours:
TBR® Inspection Report:
CORREIA FINANCIAL SERVICES REVIEWS
Phil Correia has been doing my taxes for years. His accuracy and knowledge is impeccable. I'd be hard pressed to find another accountant as good as Phil, even at the big Boys who take up whole floors in skyscrapers, and I've had them before never to return. I'd recomend Correia Financial services to anyone with no fear of being found wrong.
Phil is great at getting your financial situation in order.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Solano Wealth Management, Inc. is a reputable wealth management firm that specializes in portfolio management and financial planning in Fairfield. Rufus Williams is the founder of Solano Wealth Management, Inc. The dedicated team at Solano Wealth Management, Inc. takes great pride in building long-term relationships with their clients and demonstrating integrity and honesty in every interaction. Their vision is to continuously advance their professional education to keep up with the ever-evolving financial services industry. They specialize in investment strategies and principles, and their experienced professionals have helped individuals with similar issues and concerns, including estate conservation, retirement investing, and distribution strategies. They are committed to delivering professionalism, clear communication, and honesty in every interaction.
UNIQUE FACTS:
• 20+ Years of Experience
• Free Financial Advice
• Investment Strategies
• Online Appointment.
Specialty:
Contact:
Working Hours:
Fri: 7:30am - 1:30pm
Sat & Sun: Closed
TBR® Inspection Report:
SOLANO WEALTH MANAGEMENT, INC. REVIEWS
We've been with Rufus and his Solano Wealth Management for over 15 years and they've helped to manage and grow our finances efficiently and to such lengths, we did not expect. They are always so accessible and responsive and we appreciate knowing our portfolio is in very capable hands.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.