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:



InvestmentsFinancial PlansInsurance

  • 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 Advisory
  • Financial Planning
  • Investment Planning
  • Retirement Planning
  • Retirement Needs Analysis
  • Retirement Income Plans
  • Estate Plans
  • College Plans
  • Special Needs Planning
  • Savings Plans

  • Life
  • Health
  • Long Term Care
  • Disability Income