Summit Financial Inc

Founded 2004 • Angie's List since December 2011

Not Rated| 0 Reviews

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Description

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....

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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

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Senior Discount
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Emergency Service
No
Warranties
No