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Summit Financial Services is a name you can trust. Through a relationship with LPL Financial, a FINRA and SIPC member, we offer access to a complete selection of investment services. Summit Financial Services is trained to assist our customers in evaluating their own special circumstances and goals.

Whether saving for retirement, preparing for a child’s education or purchasing a vacation home, the guidance of a professional Financial Consultant can provide the necessary guidance to help accomplish your objectives.

Helpful Content

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.