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Businiess name:
Summit Wealth Management
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Review by:
citysearch c.
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Review content:
I was referred to Bryan Wisda at Summit by a close friend of mine. I was in the situation of now having to manage my mom's finances and investments in addition to my own and live my life. Bryan stepped in and took over managing the finances for my mom... got all of her bills automated, worked with our accountant to get taxes in order, and with an attorney to update her trust. It has been a huge time saver and worth the expense ($12,000 a year) ...he even negotiated with the car dealership for me when my mom needed a new car.
Pros: Bryan is very proactive, Quarterly statements easy to understand, Bryan is easy to contact
Cons: expensive
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