Welcome to Summit Financial Services!

At Summit Financial Services, we seek to add value to our community and we are dedicated to the success of our clients. Achieving financial success is a complex and potentially confusing process to even the most experienced people – one that requires a significant amount of time, knowledge and resources. Today’s financial environment demands an approach that incorporates the expertise of skilled professional advisors, a wealth of resources and the independence required to provide objective advice. We offer a total wealth management solution for each client, allowing them to focus on the core areas of their personal lives with greater security and peace of mind.

Comprehensive Wealth Solutions

Is your portfolio meeting your retirement income goals?

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Financial Planning Services

Is your financial plan on track? We provide predictability in an unpredictable world.

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Federal Employees

Are you a Federal Employee looking for financial planning solutions?

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Summit Financial Services offers many valuble solutions to our clients.
Have a question? Need to know more? Let us know.