SummitView Advisors Information

SummitView Advisors is female led with nearly 30 years of experience in the industry. We provide tailored financial advice and services to meet the needs of you and your family. We design creative investment strategies and custom solutions to help you reach your objectives. Education is a large part of what sets us apart. We take the time to listen to your needs, and educate you on the options and how it flows together. We also take pride in continuing our education to ensure we are providing the best service possible as the ever-changing environment updates. As an advisor at SummitView we will get to know the clients on a deeper level, and this knowledge transcends directly into the financial planning they do. They get to know your hopes and dreams, your family, and your goals. By finding out what’s important to you, they can personalize the plan to fit your needs. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC, Advisory service through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SummitView Advisors are not affiliated.