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Summit Wealth Management IncFinancial advisor in Jamestown, NY

Summit Wealth Management Inc is a financial advisor at 1285 N Main St, Jamestown, NY 14701, ranked #8 of 11 financial advisors in Jamestown and rated 5.0 from 3 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.

Jamestown, NYUpdated 0 paid placements in any rankingHow we rank

Call (716) 484-3005Website ↗

Key facts

Key facts about Summit Wealth Management Inc
Address1285 N Main St, Jamestown, NY 14701Get directions
Phone(716) 484-3005
Websitesummitwmi.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Jamestown and 1 town within 25 miles: Fredonia.

Based in Jamestown, NYView on map

Opening hours

Opening hours for Summit Wealth Management Inc
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 Management Inc

How is Summit Wealth Management Inc ranked in Jamestown?

Summit Wealth Management Inc is ranked #8 of 11 financial advisors in Jamestown by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Summit Wealth Management Inc’s hours?

Summit Wealth Management Inc 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 Management Inc serve?

Serves Jamestown and 1 town within 25 miles: Fredonia. 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 Management Inc?

Summit Wealth Management Inc has a rating of 5.0 from 3 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 Management Inc?

Call Summit Wealth Management Inc on (716) 484-3005. The business is at 1285 N Main St, Jamestown, NY 14701. 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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Compare nearby financial advisors

Summit Wealth Management Inc compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summit Wealth Management Inc (this business)—705.0 (3)NoNo
Bankers Conseco Life Insurance Company#6704.5 (4)NoNo4.5 mi
Edward Jones - Financial Advisor: Joseph Strotman#7704.0 (4)——2.8 mi
Merrill Lynch Wealth Management#9693.7 (3)NoNo3.1 mi

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