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Summit Financial Services, Inc.
Our Services
Summit Financial Services, is an independent financial advisory firm providing personalized financial programs for individuals and businesses. We utilize a wide array of products and services to build a program to meet your needs. Listed below are some of the major products and services offered by our firm:
Investments
Mutual Funds
Stocks and Bonds
Exchange Traded Funds
Fixed and Variable Annuities
Variable Life Insurance
Retirement Plans
Rollover IRA
Roth IRA
Traditional IRA
401(k)
403(b)
SEP IRA
Simple IRA
Education Funding
529 Plans
Education IRA
UTMA/UGMA
Investment Management
Investment Advisory Services
Financial Plans
Financial Advisory
Financial Planning
Investment Planning
Retirement Planning
Retirement Needs Analysis
Retirement Income Plans
Estate Plans
College Plans
Special Needs Planning
Savings Plans
Insurance
Life
Health
Long Term Care
Disability Income
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