SUMMIT ADVISORS NW

With Financial Advisors in both Oregon and California, Summit Advisors NW is a firm dedicated to balancing your nest egg with your financial goals. What do you need for retirement? Selling a business or planning for the next generation? Setting aside funds for college? Meet Mike Radakovich, Bill Fisher and J.T. Greenwood, financial advisors with combined 70+ years of experience working with people like you... Summit Advisors NW works on the fee-based model when planning and managing your investment portfolio, or guiding you towards leaving a legacy, so our first-and only-focus is what's best for you. As fiduciaries, we're legally obligated to maintain the highest levels of trust and transparency with you... Your financial goals--retirement, estate, your children, your legacy and your business. We'll map out a solid plan to achieve them. Learn more.

Primary location: Woodbury United States