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Summit Financial Advisors
Lake Oswego, Clackamas

Accountant
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Summit Financial Advisors

Lake Oswego, Clackamas

Services

  • Accounting

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    About Summit Financial Advisors
    Professional experience
    Erika Lee - Financial Advisor at Summit Wealth Management Welcome to the presentation of Erika Lee, a dedicated and experienced Financial Advisor at Summit Wealth Management. With a passion for helping individuals and businesses achieve their financial goals, Erika has established herself as a trusted professional in the Portland, Oregon Metropolitan Area. As a member of the Summit Wealth Management team, Erika specializes in providing comprehensive financial advice and guidance to her clients. With a deep understanding of the financial landscape, she works diligently to develop personalized strategies tailored to each client's unique needs and aspirations. Erika's expertise extends to various areas of financial planning, including retirement planning, investment management, tax optimization, and risk management. By taking a holistic approach, she aims to help her clients build a solid foundation for their financial future. One of Erika's key strengths is her ability to communicate complex financial concepts in a clear and concise manner. She takes the time to educate her clients and ensure they understand the reasoning behind her recommendations. This approach fosters trust and empowers clients to make informed decisions about their financial well-being. With a client-centered philosophy, Erika prioritizes building long-lasting relationships with those she serves. She believes in the importance of regular communication and ongoing reviews to adapt strategies as clients' circumstances and goals evolve over time. Erika is proud to be part of Summit Wealth Management, a reputable and established company known for its commitment to excellence and client satisfaction. With access to a wide range of resources, she leverages the firm's expertise and technology to provide her clients with innovative solutions and personalized service. If you are seeking a dedicated and knowledgeable Financial Advisor who genuinely cares about your financial success, Erika Lee and Summit Wealth Management are here to help. Contact Erika today at Summit Financial Advisors to schedule a consultation and take the first step towards achieving your financial goals. Remember, financial planning is a journey, and having a skilled advisor by your side can make all the difference. Trust Erika Lee and Summit Wealth Management to guide you towards financial success.

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    Location

    Lake Oswego, Clackamas (97034)

    Important to know

    • Weekdays  00:00 - 00:00
    • Sat  00:00 - 00:00
    • Sun  00:00 - 00:00
    Business hours
    Weekdays  00:00 - 00:00
    Sat  00:00 - 00:00
    Sun  00:00 - 00:00
    • English
    SpeaksEnglish
    Business hours
    • Weekdays  00:00 - 00:00
    • Sat  00:00 - 00:00
    • Sun  00:00 - 00:00
    Business hours
    Weekdays  00:00 - 00:00
    Sat  00:00 - 00:00
    Sun  00:00 - 00:00
    Speaks
    • English
    SpeaksEnglish
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