Jessica CFP

CERTIFIED FINANCIAL PLANNERTM, Vice President at SummitView Advisors - Grand Rapids, MI, US

Jessica CFP's Colleagues at SummitView Advisors
Kristina Paz

Executive Vice President - Financial Advisor

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Ann Neal

Financial Advisor

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Daniel Haines

Co-Founder and Advisor

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Kristen Lynn

Office Manager

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Jeff Belmonte

Co-Founder and Advisor

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Kristina Paz

Executive Vice President - Financial Advisor

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Rachel Stewart

Marketing Coordinator

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Jessica CFP's Contact Details
Email (Verified)
***@summitviewadvisor.com
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Mobile Number
(XXX) XXX-XXXX
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Location
Company
SummitView Advisors
Jessica CFP's Company Details
SummitView Advisors logo, SummitView Advisors contact details

SummitView Advisors

Grand Rapids, MI, US • 10 - 19 Employees
Financial Services

SummitView Advisors is an independent, fee-only wealth management firm that provides financial planning and investment management services for individuals and families.The firm was founded on the principles of deep relationships, forward-thinking portfolio management and the use of technology to help our clients achieve their goals.We act as fiduciaries for our clients, meaning we are obligated to put their best interests first. As fee-only advisors, we do not receive any commissions or kickbacks and are only compensated through the fee paid to us by our clients. We believe this approach aligns us with our clients and allows us to avoid conflicts of interest.

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Frequently Asked Questions about Jessica CFP
Jessica CFP currently works for SummitView Advisors.
Jessica CFP's role at SummitView Advisors is CERTIFIED FINANCIAL PLANNERTM, Vice President.
Jessica CFP's email address is ***@summitviewadvisor.com. To view Jessica CFP's full email address, please signup to ConnectPlex.
Jessica CFP works in the Financial Services industry.
Jessica CFP's colleagues at SummitView Advisors are Kristina Paz, Ann Neal, Daniel Haines, Kristen Lynn, Jeff Belmonte, Kristina Paz, Rachel Stewart and others.
Jessica CFP's phone number is N/A
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