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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.



Rob Lewandowski

AIF® Vice President, Financial Consultant



Summit Financial Services
100 W Jubal Early Dr
Winchester, VA 22601

Cell (540) 535-6236
Toll Free (877) 776-9722

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Jonathan Dorsey

Financial Consultant



Summit Financial Services 1826 Harper Road Beckley, WV 25801 Office (304) 254-2972 Cell (304) 763-8587 Toll Free (877) 776-9722 Fax (304) 530-0962
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