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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

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.