As an independent brokerage firm, we offer investment management advisory services regardless of account size. We also help business owners navigate the ever-changing world of employee benefits.
Summit Financial is a privately-owned, independent financial services firm providing innovative, objective strategies for individuals and business owners. The firm offers comprehensive financial, investment and estate planning services, including access to life, health, disability and long-term care insurances.
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org and www.sipc.org. Investment advice offered through Summit Financial, a registered investment advisor and separate entity from LPL Financial.
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For a list of states in which I am/we are registered to do business, please visit www.sumfi.com
