UNDERSTANDING TODAY’S FINANCIAL ENVIRONMENT
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Our Consulting Services

We are experienced financial services professionals. We continuously strive to educate our clients while preserving, protecting and growing their wealth.

We make a difference by providing the tools our clients need to feel confident in their financial decisions.

At Summit Investment Advisors, we are able to bring great insight and perspective to Retirement Income Planning, Investment & Risk Management, Forward Tax Planning and Legacy Planning.

FINANCIAL PLANNING

Our approach to financial planning has been designed with you in mind.

INVESTMENT MANAGEMENT

Our goal is to help you preserve and protect what is most important to you and your family.

ESTATE PLANNING

We believe in creating a plan that can save your heirs time, grief and money.

UPCOMING EVENTS

SEPT. 20TH

PRESENTATION

RECOGNIZING AND PREVENTING IDENTITY THEFT

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Start time

04:30 PM

Location

Online

SEPT. 27TH

WEBINAR

RECOGNIZING AND PREVENTING IDENTITY THEFT

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Start time

12:00 PM

Location

Online

FEATURED IN

Medical Device and Medical Technology Company Employees

After 29 years of working with medical device and medical technology company employees, we know your plans are some of the most complex in the country. Understanding everything that’s available to you through your plan, and then making your money work for you, is an essential part of retiring well. We host free information sessions exclusively for medical device and medical technology company employees. Learn about the important decisions you have to make to prepare for retirement.

SUMMIT INVESTMENT ADVISORS

LOCATION

3065 Centre Pointe Dr. Suite 2
Roseville, MN 55113

PHONE AND EMAIL

ROSEVILLE: 651.490.2939

INFO@SUMMITINVEST.COM

Drop Us a Line

Don't be shy. Let us know if you have any questions!