Summit Planning Group - Branford, Connecticut

Summit Planning Group: A Financial Planning Resource

Established at Address: 420 E Main St STE 11, Branford, CT 06405, Summit Planning Group is a specialized financial planning service designed to assist individuals and families in achieving their financial goals. With a contact number Phone: 203-483-3313, potential clients can easily reach out to schedule consultations. Their official website, summitplanninggroup.com, offers a wealth of information about their services and how they can help you plan for your financial future.

Specialties and Accessibility

Summit Planning Group specializes in providing Financial Planning services. This means they offer expert advice tailored to various financial needs such as retirement planning, investment strategies, and wealth management. For those with mobility issues, the company prides itself on being wheelchair accessible, with features like an accessible entrance, parking lot, and restrooms. This commitment to inclusivity ensures that everyone can benefit from their expert guidance without barriers.

Information for Prospective Clients

When considering Summit Planning Group, here are some key points to note:
- Appointments Recommended: To ensure a personalized service, it's advised to book an appointment beforehand.
- Wheelchair Accessibility: The office caters to individuals with disabilities with fully accessible facilities.
- Contact Information: For inquiries or to schedule a meeting, clients can call 203-483-3313 or visit their website for more details.

Opinions and Reviews

As of now, Summit Planning Group has no reviews on Google My Business, which indicates a lack of online feedback. The average opinion score is currently set at 0/5, which might raise concerns for potential clients. However, it's crucial to consider that reviews can sometimes be limited or new, and one should look for additional sources of information or reach out directly to inquire about their experience and services.

Recommendation

Despite the lack of online reviews, Summit Planning Group offers valuable services that are crucial for sound financial planning. If you're seeking professional advice to manage your financial future, we recommend contacting them through their website. Their commitment to accessibility means that you won't face physical barriers when seeking their expertise. Don't hesitate to reach out to Summit Planning Group to schedule a consultation and take the first step towards your financial goals.

Remember, planning your finances wisely is an investment in your future, and having a professional by your side can make all the difference.