Welcome To Summit Financial ServicesAt 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.
For over 15 years, Craig and Frank Hebert of Summit Financial Services, LLC have been working with both active and retired federal employees (in both the old system - CSRS and the new system - FERS), taking the complexity and hassle out of retirement planning. Their headquarters in Bowie, MD. is centrally located between Washington, D.C. and Baltimore, providing convenient access to valued clients. Over the past several years, as an uncertain and challenging economic environment has unfolded, Craig and Frank have seen a dramatic increase in the number of federal employees seeking their counsel regarding critical retirement concerns. |
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The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. |
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Summit Financial Services works with the highest rated carriers in the world, and so can you. We can provide you with the latest information and tools to maximize your financial planning needs. Knowing what carrier will work best with your overall retirement strategy makes us your strongest asset in determining how to meet your financial goals.
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