Investments in Guilford, Connecticut

Connecticut

Summit Investor Coach, LLC

(no reviews)

000-000-0000

652 Boston Post Rd #3 Guilford CT 06437

summitinvestorcoach.com

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Business Description

Summit Investor Coach is a Registered Investment Advisor and wealth coach in Guilford, CT, that has been serving the community since 2002, offering fee-only as an investment coach, financial coaching, financial planning, investment and wealth management firm serving business owners and other high net worth clients. We educate, advise, and coach our clients based on our clients best interests. We call our approach, Total Financial Coaching because that name describes what we do so well. Our approach is designed to include everything for your lifetime, and is all about your money, its growth, and its safety. We analyze your current situation and help you define and set short term and long term goals. We work with you to create the strategy and tactics to reach those goals and provide you with continual support throughout your journey toward those goals. Looking for a top rated investment coach in Guilford, CT, call on Summit Investor Coach today!

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Mission Statement

To provide Guilford quality Financial Planner assistance as a Investments, Investment Coach, Wealth Coach and Investment Planning.

Summit Investor Coach, LLC meeting your Financial Planner needs since 2002.

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Creating a financial plan helps to you see the big picture and helps set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. Working with a certified financial planner professional can secure your financial wellbeing and give you peace of mind and help you reach financial planning success. When you’re looking for a successful financial planner in Guilford, CT, look no further than Summit Investor Coach!

We have been serving the community since established in 2002, offering fee-only as an investment coach, financial coaching, financial planning, investment and wealth management firm serving business owners and other high net worth clients. We educate, advise, and coach our clients based on our client’s best interests. Our approach is designed to include everything for your lifetime, and is all about your money, its growth, and its safety. We analyze your current situation and help you define and set short term and long term goals. We work with you to create the strategy and tactics to reach those goals and provide you with continual support throughout your journey toward those goals.

Looking for a top rated investment coach call on Summit Investor Coach today! We can be reached at (203) 453-1017. For more information about our company and services feel free to visit our website at summitinvestorcoach.com

Key Contacts

Gene Offredi

Financial Coach

Dianne Provost

Office Manager

Services

Content Is Currently Under Construction.

Service Locations

Investments Guilford - Investment Coach Guilford - Wealth Coach Guilford
Investment Planning Guilford - Financial Consultant Guilford - Life Insurance Guilford

Serving Area:

Guilford

County