For 25 years, my company, Summit Reserve Group has guided clients toward financial goals that they themselves define.  We’ve done this by focusing on what’s most important to each client, and what they most want to achieve in their lives.

I hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our website offers a number of resources to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management.  As you become better informed about your investment opportunities, I anticipate you'll find new value in working with a skilled professional to pursue your financial goals.

Our website is here for YOU.  The information here is intended to help you learn about the fundamentals of financial management and Summit's approach to investing, as well as affording you fast, easy access to market performance data. I encourage you to contact us with any questions you may have; whether you're a longtime client, or just getting started with investing, I'm here to help!

— Bob Best