Financial Advisors
Eagle, ID
Summit Wealth & Retirement Partners is a financial planning firm serving successful families and individuals in Eagle, ID and the surrounding region. They specialize in comprehensive financial planning that integrates tax strategy and investment management, helping clients make confident decisions about their wealth. Operating with local expertise while backed by Charles Schwab's resources, they offer personalized guidance through face-to-face meetings.
Ideal for: Successful families, High-net-worth individuals, Pre-retirees and retirees seeking comprehensive planning
Service area: Eagle, ID and Northern California (San Ramon area)
Integrated Tax & Investment Approach: Combines tax planning with investment management for a comprehensive strategy that maximizes after-tax returns.
Charles Schwab Partnership: Backed by Charles Schwab's institutional resources while maintaining local, face-to-face relationships with clients.
Personalized Proposals: Offers no-obligation financial planning proposals tailored to each client's specific situation.
Address: 435 E Shore Dr STE 220, Eagle, ID 83616
Phone: (208) 514-0880
Website: summitwealthandretirement.com
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