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Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”
Berkley Mid-Atlantic Group Insurance Company is one of the leading companies in Financial Services industry. Berkley Mid-Atlantic Group Insurance Company is based in Glen Allen, VA. You can find more information on Berkley Mid-Atlantic Group Insurance Company at www.wrbmag.com
Rocket Companies® is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we`re a publicly traded company involved in many different industries, including mortgages, fintech, real estate, automotive and more. We`re insistently different in how we look at the world and committed to an inclusive workplace where every voice is heard.
We created this company to flip the script on student loans and make getting a private student loan for college better. We love providing an altogether different (and uncomplicated!) path to student loans. We`re also former students, and many of us are parents, so we get where the stress comes from. Our personal and professional experiences have given us the skill to send stress packing. We don`t just like to say it, we built our business around it: when it comes to student loans, “You`ve got this, we`ve got you.” College Ave Student Loans is Great Place to Work-Certified™.