We can help move your investment portfoliofamily wealthcollege fundinggifting strategiesfinancial independence from now to next.
We are Summit Financial Strategies.
Joe Reardon CFP®, CRPS®, AIF® Partner Senior Financial Advisor
Mark Coffey JD, CFP® Partner Senior Financial Advisor Director of Planning
Tim Swain CFP® Partner Chief Compliance Officer Senior Financial Advisor
Summit Financial Strategies 7965 N. High St. #350, Columbus, OH 43235 t: (614) 885-1115 f: (614) 885-1495