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

Why Summit?

Our Approach

 

Our Approach

Client Focus

Success Through Partnership

As your business partner, we will help you by identifying proven, resourceful, and responsible solutions that will help you succeed and flourish in today's competitive business environment. Your new customized strategy will be overseen by a group known and respected for more than one hundred years of combined experience and a consistent track record for delivering excellent service.

“Over the years we have achieved a consistent and unblemished track record for delivering excellent customer service.  As a result, we have never lost a single client due to service.”

[Joseph F. Bonasera, President]

Our consultants possess winning attitudes that capture the spirit and passion we have for our work. The phrase, "that's not my job" is not part of our dialog.

Our unique approach matches "in-house" industry experts with you, the client, to foster a refreshing environment of responsiveness, accountability and consistency. Through "side by side" consulting, we forge true partnerships based on mutual trust, respect and appreciation. By staying committed to this unique approach we become a comfortable extension of your team.


 


 

Client Focus image

Leadership in Client Service and Employee Education

Summit managed the successful implementation of a consumer driven “High Deductible Health Plan” for a client with locations across the country.

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.