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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

Securities offered through Summit Brokerage Services, Inc., Advisory services offered through Summit Financial Group Inc. Registered Investment Advisor  Member of www.FINRA.org & www.SIPC.org The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. Third-party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness.

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