Business Hours
M-F 8am-5pm, Sa-Su Closed (Available Saturdays and Sundays by appointment)
Services
Retirement Planning, Life Insurance, Long-Term Care Insurance, Disability Insurance
rskinner@summitfinancialpartners.org
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Listed In: Investment Services, Financial Planning
Summit Financial Partners’ approach to working with clients is one that is both relaxed and confident. Our sound and well-researched solutions provide clients with solid financial plans. The areas of particular focus in our practice include: Preserving and protecting client assets to ensure… Summit Financial Partners’ approach to working with clients is one that is both relaxed and confident. Our sound and well-researched solutions provide clients with solid financial plans. The areas of particular focus in our practice include: Preserving and protecting client assets to ensure financial independence Determining how to maximize Social Security and other retirement benefits to provide maximum retirement income Developing advantageous strategies for estate planning and asset distribution Read more
Summit Financial Partners
300 Trade Center Drive, Suite 3400, Woburn, MA
300 Trade Center Drive, Suite 3400, Woburn, MA
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