SUMMIT WEALTH GROUP

Summit Wealth Group has been great for my husband and I. What I enjoy most is it takes all the worry from investments. When we go in we are always treated like we are important. Dan Gilbertson honestly wants to know what we are doing and how life is treating us. He cares. He has everything prepared on where we are in the market, what (if any) changes he proposes, and even though no one knows, assures us of Summit Wealth Group following the market and keeping us personally in mind as they make decisions for our accounts. Dan is a man of faith and integrity and it is obvious in how we are treated and how our accounts are taken care of.

My wife and I have been working with Dan Gilbertson of Summit Wealth Group for well over 20 years. We have been nothing but thrilled how we have been treated by Dan and his excellent staff. He is always accessible for any questions or concerns that we may have. He has done so with an incredible sense of humor that adds to our wonderful relationship. I have referred several of my friends to Summit and they have been equally impressed as I have been. It just has been a tremendous piece of mind to have the expertise and competence from the Summit staff at my disposal.

Summit Wealth Group has been our financial planners for over 30 years, and we have always had the upmost trust in how they managed our accounts. They have always been very professional and courtesy in dealing with us.