Summit Financial Inc

Founded 2004 • Angie's List since December 2011

Not Rated| 0 Reviews

Service Categories


Summit Financial was founded with the goal of assisting our clients with their financial lives. We provide the most personal service available thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence....

Other local Pros in your area

Blue Lion Medicare

Call (888) 858-1408. Blue Lion Medicare work with over 200 plans and specializes in savings seniors money on their Medicare coverage!

Angie's List certified badge

Verified Reviews

This pro does not have any ratings or reviews.

Have you hired Summit Financial Inc? Be the first to share your experience and help other people looking to hire this Pro.

Write a review

Services Offered

Investment Services include: Financial Planning including Retirement Analysis, College Plans, Variable Annuities, Retirement plans including Roth & Traditional IRAs, SEP & Simple IRA as well as 401k Insurance Services: Disablility Income, Life Insurance, Long Term Care Investment Choices Include: DPPs (REITs), ETFs, UITs, Corporate Bonds, Stocks, CDs (including Structured CDs), Muni Bonds, Treasury Bills

Services Not Offered

Ask for details

General Information
Free Estimates
Ask for Details
Payment Options
Senior Discount
Emergency Service