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Holly Stewart

Holly Stewart

Welcome to Summitview Advisors!

  • Worried you may outlive your assets in retirement?
  • Not sure how to pay for your child’s college education?
  • Unclear if you have the means to retire?
  • Concerned about protecting your family if something should happen to you?
  • Fearful of what would happen to your resources if you were to need to enter a long term care facility?

 

With so many financial decisions and complex choices, one of the most important decisions is to work with a financial planning professional.

Kristina Paz

Kristina Paz

At Summitview Advisors, we will:

  • Work with you to address all aspects of your current and future financial health.
  • Develop a personalized financial plan to help manage your investment assets.
  • Help you reduce risk and achieve your goals.

 

 

 

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Whether you are planning ahead for your family, you’re a seasoned investor looking for updated tax-related investments, or you’re a retiree wondering how to make your assets last, we can help. You’ll clearly understand your options and be comfortable with your choices. Give us a call or e-mail us today!

Summitview Advisors offers investment products and planning services through Cambridge Investment Research, an independent broker dealer.

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