Our Firm

Summit Financial Services, Inc is a full-service financial advisory firm committed to helping our clients achieve their financial goals. Our firm is completely independent, so our loyalty belongs exclusively to our clients. 

Our Independence

Our independence enables us to establish working relationships with a number of investment companies and insurance providers whose products are used to create a customized client program. We recommend only those products and services that can be tailored to meet our clients' unique needs. The personalized program is a road map to a more secure financial future. 

Our Commitment to Quality

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our Team

We are dedicated to developing lasting relationships with all our clients. Our representatives have extensive personal and professional experience and are licensed to offer a variety of investment and insurance products. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. We're looking forward to using our expertise to help you achieve your financial goals.