SummitView Advisors

Our mission at SummitView Advisors is to provide our clients with education to empower them to make better financial decisions.

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Financial Advice

– Not sure how to pay for your child’s college education?

– Are my investments properly aligned with my goals?

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Retirement Planning

– Worried you may outlive your assets in retirement?

– Unclear if you have the means to retire?

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Safe and Secure

– Concerned about protecting your family if something should happen to you?

– Fearful of what would happen to your resources if you should need to enter a long-term care facility?

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SummitView Advisors

231 S Howes St. Fort Collins, CO 80521

Phone: (970) 663-7511 Email: kristen@summitviewadvisors.com

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DC, DE, FL, GA, HI, IA, LA, MA, ME, MN, MT, NC, ND, NJ, NY, OH, OK, OR, PA, SD, TX, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and SummitView Advisors are not affiliated. made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, SummitViewAdvisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

SummitView Advisors