Summit Wealth Management

★★★☆☆
  • 16485 Laguna Canyon Rd # 115

    Irvine, CA 92618

    Map & Directions
  • 949-753-9270

About Summit Wealth Management

Categories
Hours
Mon. - Fri. 9am - 5pm;Sat. - Sun. CLOSED
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Finance

Finance
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I tried calling this business to enquire about their services and the individual that answer the phone cussed me out and "told me to get another job" for some reason and hung up. I would never use a business that treats potential customers that way.

1
★☆☆☆☆

I tried calling this business to enquire about their services and the individual that answer the phone cussed me out and "told me to get another job" for some reason and hung up. I would never use a business that treats potential customers that way.

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I became a client of the Crystal & Abel's back in 1989 when I had a complex real estate transaction that I needed to solve. For years and years and year, Abel handled my taxes and Crystal handled my investments. More than a year ago, they sold the business to Summit Wealth Management (my new advisor is Bryan Wisda) and I couldn't be happier. I was a little worried at first, as is natural tendency, but as I started working with Bryan and revisited my financial plan and investments those worries subsided. When Crystal and Abel both passed away I was heartbroken, but again Bryan kept with it and I feel very confident in him and his abilities to keep me going well. Lately, with the stock market in the toilet I have been fairing pretty well so I can't complain as I think my returns have been better than most people from what I've been reading in the paper.

5
★★★★★

I became a client of the Crystal & Abel's back in 1989 when I had a complex real estate transaction that I needed to solve. For years and years and year, Abel handled my taxes and Crystal handled my investments. More than a year ago, they sold the business to Summit Wealth Management (my new advisor is Bryan Wisda) and I couldn't be happier. I was a little worried at first, as is natural tendency, but as I started working with Bryan and revisited my financial plan and investments those worries subsided. When Crystal and Abel both passed away I was heartbroken, but again Bryan kept with it and I feel very confident in him and his abilities to keep me going well. Lately, with the stock market in the toilet I have been fairing pretty well so I can't complain as I think my returns have been better than most people from what I've been reading in the paper.

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