Become a Client2017-09-29T11:34:07+00:00

Become a Client

Confidence. It is perhaps the most precious of all assets. It is perhaps the most elusive as well. With confidence, your decision-making becomes more assured and positive. And you gain the ability to look beyond money to those things that your wealth allows you to pursue. At Summit Investment Advisors, we help you acquire confidence. Confidence that allows you to arrive at that place where possibilities unfold. It is an exhilarating point to reach in your life. And now is the time to plan your arrival.

Take the first step to planning your arrival. We look forward to getting to know you.

Learn more about Summit Investment Advisors:

Download the following for your first meeting:

What to bring to your first meeting:

  • Financial Statements
  • Pension Information
  • Social Security Full Retirement Age numbers
  • Insurance Information
  • Last Year’s Tax Return

Roseville Office

Phone: 651-490-2939
Fax: 651-490-7569
Toll-Free: 866-314-1993
3065 Centre Pointe Drive, Suite 2
Roseville, MN 55113