Summit Wealth Group

5.0

22 reviews

Business Details

Financial Consultant

Financial Planning and Wealth Management For Every Stage of Life REACH YOUR GOALS - INVEST SMARTER - OPTIMIZE INCOME

Summit Wealth Group

9175 S Yale Ave #100, Tulsa, OK

74137, United States

Monday8:00 AM - 4:00 PM

Tuesday8:00 AM - 4:00 PM

Wednesday8:00 AM - 4:00 PM

Thursday8:00 AM - 4:00 PM

Friday8:00 AM - 4:00 PM

SaturdayClosed

SundayClosed

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5.0

22 reviews

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AH
Andrew Hooks
Sep 29, 2025
5.0
Summit Wealth is incredible. Luke has been a blessing to our family. Their team is extremely knowledgeable and personable. I've had nothing but positive experiences here and highly recommend!
JM
Josh Murdock
Aug 5, 2025
5.0
Great group! They really serve well. Definitely recommend their services!
SS
Shaun Schaefer
Jul 24, 2025
5.0
The experience and excellence is without question! You can trust them!
SK
Stacy King
Jul 24, 2025
5.0
Summit has been very helpful! I cannot say enough about the staff, services, and customer care!
HM
Heather Miller
Mar 2, 2023
5.0
Shameless plus for our incredible financial advisors at Summit! We’ve walked away from every meeting with so much knowledge and such a sense of peace. The Summit team is the best in the biz and I’m so grateful for their wisdom and direction. If you’re looking for a team you can TRUST, this is where you want to be. We love you, Spinardi family!