Because achievement comes in many forms FP: Individual Tax & Financial Planning
EB: Employee Benefits RP: Retirement Plans

Why Summit?

Clients

 

Clients

Client Focus

Our clients demand the best when fulfilling their needs and they recognize their success can start by developing a relationship with a partner that appreciates the value of this special relationship.  Whether as an individual, or representing an organization, they recognize that Summit shares their passion.  

Our clients are informed. They’re enlightened, sophisticated and have choices when it comes to selecting their providers and consulting partners. Our clients want to know exactly what they are paying for and what they are receiving for their investment in us. Our clients recognize the value of world class benefits, investment education and communication, delivered in an easy-to-understand style. Our clients are not impressed with "big" name service providers, but rather seek quality, value and commitment.

Client Focus image

Attention to Detail

Careful review of a new clients plan document saved them from unintentionally "doubling " their contribution to the Plan.

Read the full case study.

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Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org and www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.