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Summit Financial Services, Inc.

4286 Bells Ferry Road, Suite 214
Kennesaw, GA 30144

Phone:

678-631-1032

Fax:

(678) 681-1389

E-mail:

Your Independent Financial Consultants

Summit Financial Services, Inc. is an independent, full-service financial planning and wealth management practice, committed to helping our clients achieve their financial goals through customized plans designed specifically for their individual objectives.  

Our Independence

We are completely independent, so our loyalty belongs exclusively to our clients. Our independence enables us to establish working relationships with a number of investment companies and insurance providers.  We recommend only those products and services that can be tailored to meet our clients' unique goals and objectives. 

Our Commitment to Quality

We pride ourselves on our high level of professionalism.  We endeavor to provide you with only the highest quality information, services, and products to help you reach your goals.   The quality of our work is evidenced by the relationships we have fostered.

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.

Describes financial burdens associated with end-of-life care and funerals.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the future value of your current savings.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck