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SummitView Advisors is located in Grand Rapids, MI and Kalamazoo, MI, and we serve clients locally and across the country with financial planning and investment management services. Please schedule a call or send us a message to see if our expertise is a good fit for your needs.
contact@summitviewadvisor.com
616-425-2150

269-459-3090

975 Spaulding Ave. SE,
Ste B
Ada, MI 49301

7950 Moorsbridge Rd.,
Ste 202
Portage, MI 49024

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SummitView Advisors provides our clients with comprehensive planning and investment management services so they can accelerate their arrival at the life they want.

SummitView Advisors

975 Spaulding Ave SE., Ste B
Ada, MI 49301
616-425-2150

 

7950 Moorsbridge Rd., Ste 202
Portage, MI 49024
269-459-3090
contact@summitviewadvisor.com

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Advisory services offered through Financial Life Management, LLC – Doing Business As – SummitView Advisors, a Michigan registered investment adviser. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.