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Summit Wealth Partners LLCFinancial advisor in Grand Rapids, MI

Summit Wealth Partners LLC is a financial advisor at 2959 Lucerne Dr SE #120a, Grand Rapids, MI 49546, rated 5.0 from 2 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Grand Rapids, MI0 paid placements in any rankingHow we rank

Call (616) 426-8014Website ↗

Key facts

Key facts about Summit Wealth Partners LLC
Address2959 Lucerne Dr SE #120a, Grand Rapids, MI 49546Get directions
Phone(616) 426-8014
Websitemysummitwealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Grand Rapids and 11 towns within 25 miles: Forest Hills, East Grand Rapids, Kentwood, Cutlerville, Wyoming, Northview, Comstock Park, Grandville, Jenison, Walker and Allendale.

Based in Grand Rapids, MIView on map

Opening hours

Opening hours for Summit Wealth Partners LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Summit Wealth Partners LLC

What are Summit Wealth Partners LLC’s hours?

Summit Wealth Partners LLC is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summit Wealth Partners LLC serve?

Serves Grand Rapids and 11 towns within 25 miles: Forest Hills, East Grand Rapids, Kentwood, Cutlerville, Wyoming, Northview, Comstock Park, Grandville, Jenison, Walker and Allendale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Summit Wealth Partners LLC?

Summit Wealth Partners LLC has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Summit Wealth Partners LLC?

Call Summit Wealth Partners LLC on (616) 426-8014. The business is at 2959 Lucerne Dr SE #120a, Grand Rapids, MI 49546. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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