Your Independent Financial Consultants

 

 

 

Summit Financial Services, Inc.

Our Philosophy:

 
Each situation, person and company is unique.  That is why we take the time to work with you and get to know your personal unique financial goals.  Guidance from our Firm can help you take advantage of investment and insurance opportunities available in the marketplace.
 

Our Commitment to Quality:

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We want you take advantage of the newsletters, calculators and other resources on our website and visit us often. Most importantly, we trust you'll see the value of working with skilled professionals to pursue your financial goals.                             

 

 

 

 

401k Optimizer

 

 

 

We're hiring!  Click here for more information

 

Check the background of these investment professionals on FINRA's BrokerCheck