Summit Wealth Partners, LLC

Financial planner Orlando, FL

About Summit Wealth Partners, LLC

Summit Wealth Partners, LLC has been providing independent financial planning and wealth management services in Orlando for nearly four decades. Located at 800 N Orange Ave Suite 302, they specialize in guiding families, retirees, business owners, and professionals toward their financial goals with a focus on integrity and personalized advice. Their long-standing presence in downtown Orlando reflects a deep commitment to serving the local community through trusted, lifelong financial partnerships.

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50 employees
Per Employee / Year $1,120
Annual Total Savings $56,000
5-Year Projected Savings $280,000

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