Summit Advisory Group Information

We are a financial services firm committed to helping our clients improve their long-term financial success. Shawn Danziger's goal is to help create customized programs designed to grow, protect and preserve his clients' wealth. At Summit Advisory Group, we design each client's portfolio with their unique needs in mind. Shawn believes that an ongoing dialogue will ensure that clients are fully engaged in understanding how their money is invested and knowing where they are each step of the way in reaching their retirement goals. We strive to understand our clients' aspirations and work closely with them in delivering solutions for their specific objectives. As one of our clients, we will help you prioritize and set financial goals, optimize your retirement strategy (which will include maximizing Social Security benefits), create a disciplined income plan and manage your retirement portfolio for the long term. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on Shawn Danziger and our firm, please feel free to contact us. We look forward to hearing from you.