Summit Advisors NW

Summit Advisors NW is a small financial services firm located in Portland, Oregon. Employing three individuals, the company generates revenue of $2.5 million annually. Summit Advisors NW specializes in providing personalized financial advice to individuals seeking balance and guidance in their financial journey. The firm offers a comprehensive suite of services, including retirement planning, estate planning, and financial management. Their team of experienced financial advisors, Mike Radakovich, Bill Fisher, and J.T. Greenwood, combine technical expertise with real-life experience to develop tailored strategies for each client. They emphasize a client-centric approach, prioritizing open communication and understanding individual financial goals. Summit Advisors NW distinguishes itself through its commitment to education and experience. The company's advisors possess rigorous certifications and collectively boast over 70 years of experience in the financial services industry. They pride themselves on providing clear, straightforward advice and partnering with clients to create a balanced approach to their financial future. Clients can connect with Summit Advisors NW through their website at summitadvisorsnw.com, by visiting their Portland office in Multnomah Village, or by calling their offices in Portland, Oregon, Danville, or San Jose, California.