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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

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.