Summit Financial Services, Inc.

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.