Summerlin Asset Management, LLC - Lake Havasu City, Arizona
Address: 1845 McCulloch Blvd N #6, Lake Havasu City, AZ 86403, United States.
Phone: 9288547747.
Specialties: Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Summerlin Asset Management, LLC
Summerlin Asset Management, LLC: A Dedicated Investment Service Provider
Summerlin Asset Management, LLC, located at 1845 McCulloch Blvd N #6, Lake Havasu City, AZ 86403, United States, is a specialized investment service firm dedicated to providing tailored financial solutions. Their commitment to client success is evident in their focus and attention to detail. The company operates with a clear mission: to assist individuals and potentially businesses in achieving their financial goals through strategic investment management. Contacting them via phone at 9288547747 provides a direct line to their team.
Specialties: Investment service. Summerlin Asset Management distinguishes itself through a singular focus â investment management. They don't offer a broad range of financial services; instead, they concentrate exclusively on assisting clients with the complexities of investment planning and execution. This specialization allows them to cultivate deep expertise and a nuanced understanding of the investment landscape.
Location and Accessibility
The companyâs physical location in Lake Havasu City, Arizona, positions them within a vibrant community. Their address, 1845 McCulloch Blvd N #6, offers a professional and accessible setting for client meetings. Furthermore, Summerlin Asset Management prioritizes inclusivity and accessibility. They provide a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a genuine commitment to serving all clients regardless of mobility limitations. This dedication to accessibility speaks volumes about their values and client-centric approach.
Client Feedback and Reputation
Summerlin Asset Management currently boasts a strong reputation, reflected in its average opinion of 5/5 based on one Google My Business review. This overwhelmingly positive feedback highlights the exceptional service clients receive. Specifically, one client praised Leigh McClintock for her thoroughness, knowledge, and dedication to simplifying the home-buying process. The review underscores the importance of clear communication and expert guidance, suggesting a strong emphasis on client education and support within the firm. The single, exceptionally positive review points towards a dedicated and attentive team, suggesting a focus on building strong, lasting client relationships.
Key Features and Services
While the specifics of their investment strategies arenât publicly detailed, the core service offered â investment management â implies a personalized approach. Itâs reasonable to assume they offer services such as:
- Portfolio Construction: Developing investment portfolios aligned with individual risk tolerance and financial objectives.
- Investment Monitoring: Continuously tracking portfolio performance and making adjustments as needed to optimize returns.
- Financial Planning: Providing guidance on broader financial planning matters, potentially including retirement planning, estate planning, and tax optimization (though this would likely be in conjunction with other advisors).
- Client Reporting: Delivering regular, transparent reports on portfolio performance and investment activity.
The firmâs dedication to providing a streamlined and user-friendly experience is apparent, judging by the positive feedback received. They clearly prioritize client satisfaction, ensuring a comfortable and informative process from initial consultation to ongoing management.
Contact Information and Resources
To engage with Summerlin Asset Management, LLC, clients can contact them directly:
- Phone: 9288547747
- Address: 1845 McCulloch Blvd N #6, Lake Havasu City, AZ 86403, United States
- Website: Currently, there is no publicly available website.
Despite the lack of a website, the companyâs phone number provides a readily accessible point of contact. Potential clients should inquire about their investment philosophy, fee structure, and service offerings during their initial consultation. Understanding these details is crucial for determining if Summerlin Asset Management, LLC aligns with their specific financial needs and objectives. The commitment to accessibility further enhances the client experience, suggesting a welcoming and inclusive environment.
Overall Recommendation: Summerlin Asset Management, LLC presents itself as a focused and client-oriented investment service provider. Their dedication to accessibility, combined with the overwhelmingly positive feedback received, suggests a strong commitment to delivering exceptional service. While the lack of a website may be a slight drawback, the direct phone line and physical location offer convenient avenues for potential clients to learn more and discuss their investment needs. For individuals seeking a specialized investment management firm with a demonstrated commitment to client satisfaction, Summerlin Asset Management, LLC warrants consideration.
👍 Reviews of Summerlin Asset Management, LLC
