1. MA
  2. Woburn
  3. Financial Consultant

Summit Financial Partners

 
300 Trade Center Drive Suite 3400
Woburn, MA 01801
(781) 281-2287
financial consultant
www.summitfinancialpartners.org
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rskinner@summitfinancialpartners.org
Summit Financial Partners’ approach to working with clients is one that is both relaxed and confident. Our sound and well-researched solutions provide clients with solid financial plans. The areas of particular focus in our practice include:

Preserving and protecting client assets to ensure financial independence
Determining how to maximize Social Security and other retirement benefits to provide maximum retirement income
Developing advantageous strategies for estate planning and asset distribution
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Retirement Planning
Life Insurance
Long-Term Care Insurance
Disability Insurance

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