SummitView Advisors Client Services

Comprehensive Financial Planning

– Comprehensive Financial Planning
– Income Strategies
– Employee Benefit Reviews
– College Savings Plans
– Estate Planning/Wealth Transfer
– Advisory Accounts
– Divorce Planning
– Inheritance Planning
– Educational Workshops
– Beneficiary Review
– Maximizing Social Security
– Online Vault
– Pension Planning
– Retirement Planning
– Tax-favored Asset Creation
– RMDs
– IRA Structures
– Charitable Giving Strategies

Investments

– Asset Allocation
– Morningstar Analysis
– 401(k) Allocations
– Retirement Plan Rollovers
– Account Consolidation
– Advisory Accounts
– Portfolio Analysis
– Individual Stocks
– Individual Bonds
– Financial Plan Evaluations
– Mutual Funds
– CDs
– REITs
– ETFs
– Alternative Investments
– Investment Strategy Review

Insurance

– Life Insurance
– Disability Insurance
– Long-term Care Insurance
– Annuities
– Insurance Review

SummitView Advisors

Fort Collins Office:
231 S Howes St.
Fort Collins, CO 80521
Directions

Loveland Office:
DeskChair Workspace
201 E 4th St.
Loveland, CO 80537
Directions

Phone: (970) 663-7511
Email Us

Schedule a Meeting with Holly
Schedule a Meeting with Kristina
Schedule a Meeting with Jessica
Schedule a Meeting with Ann

Office hours:

Monday – Thursday: 8 AM – 5 PM MT
Friday: Hours may vary

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