Jon Alin

President-Financial Advisor

As your Financial Advisor, I pledge that I will:

Work with you to develop a highly personalized relationship—with my guarantee that I will promptly return your calls and efficiently provide whatever investment information you require.
Accept constructive criticism without being defensive in my quest to constantly improve the service I provide to you.
Communicate with you as often as necessary to remain conversant with your needs and ensure that all your objectives and goals are being recognized.
Always provide objective and professional advice —that reflects your time horizons, risk tolerance and objectives,—and I will never offer proprietary products so my sole focus at all times is on protecting your best interests.
Research the marketplace and offer the highest quality information and recommendations in such areas as: retirement planning, investment analysis, estate planning, 401(k) planning, college/education resources, along with financial planning tools that will help evaluate your investments.
Provide full access to the extensive resources of Summit Brokerage Services, as appropriate, to benefit you, including on-demand access to your account information through our secure Web site.
Work hard to serve all your investment needs and earn your trust.