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Summit Consultants, Inc.
- Investment Service
- Fort Wayne, IN
About this business
Upon graduating from law school in 1977, Steve Spoltman joined a mid-sized law firm in Fort Wayne to engage in private practice. After a year at the firm, he decided to enter corporate law and accepted a position as corporate counsel for Midwestern United Life Insurance Company (MULIC). At MULIC, he developed life insurance products designed to meet the needs of MULIC's clients and was introduced to the concept of financial planning, in its infancy at that time as it was typical to utilize a stock broker, insurance agent, ac... read more
Location details
7912 Carnegie Boulevard, Fort Wayne, IN, 46804, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Summit Consultants are wonderful. Trustworthy, hard working, they go above and beyond to help us in any way they can. I've been working with them for probably 25+ years. First with Steve, and now with Chris with assist from Nick and others. Whenever I come in, my wife and I are the priorities, they'll take the time to offer an update on our investments, (not that we have a lot) and also offer basic financial advice. When I first started working with them, Steve told me that they many folks who they handle with not a lot ... read more
The Spoltmans and the entire team at Summit Consultants are wonderful people to work with. I have been trusting my retirement savings with them for nearly 10 years and I have nothing but good things to say about them. They are honest, trustworthy, and very knowledgeable in the world of investing. Definitely the people you want on your side to help navigate through these difficult years. I would recommend them to anyone.
Summit Consultants is a class act. The Spoltman family has been taking care of my entire family' financial planning for years. They do a fantastic job of managing our assets and planning for financial success. I would highly recommend them for any financial planning services.
I interviewed 6 different financial advisors, and as soon as we met with Summit, we knew we were home. Honest and caring, they treat you like you are one of the family. I would, and I have highly recommended them to everyone I know.
I have so much trust in Summit Consultants. Steve and Heather have gone out of their way to help me, especially becoming a widow, to make sure that all of my investments will help me in the long run. They even met with my sons to ensure them that financial I will be fine. I couldn’t have done this without them.
Frequently asked questions about Summit Consultants, Inc.
How is Summit Consultants, Inc. rated?
Summit Consultants, Inc. has a 4.9 star rating with 15 reviews.
When is Summit Consultants, Inc. open?
Summit Consultants, Inc. is closed now. It will open on Monday at 8:00 a.m.