We had our retirement accounts there for two years and never gained anything even when the market…read morehit an all time high. The funds our money was put into were poor. The only one who made any money was the consulate with their management fee.

We were clients of The Financial Consulate for several years. In a bull market, this financial…read moreadvisor performed well for us (as almost all do during a bull market). We were not upset over the 2008 downturn as that was "across the board" but even several years after that, performance was dismal. We transferred everything to another advisor and our portfolio took off like a rocket that is still soaring. Furthermore, our advisory fees are thousands less since we left The Financial Consulate. Tax preparation by The Financial Consulate was a nightmare each and every year. Each and every year it was necessary to examine our prepared return line by line to correct mistakes. So glad we got away! My reason for this review is that very recently I was reminded that at one time I strongly endorsed this organization and I must now withdraw that endorsement.

John Patterson, a Sr. VP, was instrumental in migrating a disjointed collection of investments and…read moreretirement accounts for me into a single account with Summit. I was also able to get a large insurance policy to protect my family at a considerable discount to what many other providers were offering. I have been with them for over 5 years and my accounts have consistently performed better than my expectations (given the volitility of the market in recent years). They are first class people to deal with and I recommend them highly.

Excellent advisor. Takes his time to explain to his client how he is positioning the clients…read moreportfolio. Readily available and very up to date and informed. Would recommend.

DO NOT PURCHASE A POLICY FROM THIS COMPANY!!! if I could rate a zero I would, their horrible when…read moreit comes to claims. Filed a claim 3 months ago and we still have not received a refund. It is always something with this company...still processing, electronic transfer did not go through, must wait 10 days to issue a check, check was mailed 2 weeks ago still have not received it (full of shit) is what they are, do yourself a favor and find another provider

Horrible company. When calling to explain a delay in Attending Physician Document, I was talked…read moredown to and was given generic answers like the person was reading off a script. Very cold and uncaring. Had a bad feeling I was going to get a major run around. Even though the vacation had to be canceled due to a serious medical issue. Will NEVER use them again.