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SUMMIT FINANCIAL GROUP

5.0(
1
)
Financial Planning, Insurance Agencies, Accountants/Tax Consultants,

Services we offer

COMPREHENSIVE FEE-BASED FINANCIAL PLANNING FIRM. BUSINESS, ESTATE, EDUCATION & RETIREMENT PLANNING. INSURANCE: LIFE, LONG TERM CAR, DISABLITY, GROUP. STOCKS, BONDS, MUTUAL FUNDS, ETF'S, REIT'S, VARIABLE & FIXED ANNUITIES. SEPARATELY MANGED ACCOUNTS & WRAP ACCOUNTS, IRA'S, SEP'S, 401(K)'S, PROFIT SHARING, DEFERRED COMP, ETC.

Services we don't offer

MORTGAGE, TAX PLANNING AND HEALTH, AUTO AND PROPERTY AND CASUALITY INSURANCE.

Amenities

Senior Discount

no

Accepted Payment Methods

  • Check
Reviews
5.01 Reviews
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Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%
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Showing 1-1 of 1 reviews
MARJORIE R.
Mar 2005
5.0
Financial Planning
Yes, I recommend this pro
$20
AFTER MY HUSBAND DIED, I WAS AT A LOSS IN MORE WAYS THAN ONE. SINCE I'M ALONE, FINANCIAL GUIDANCE IS IMPORTANT TO ME. THEY WERE SO KIND AND HELPFUL.

Licensing

Bonded
Insured

State Contractor License Requirements

All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.

*Contact business to see additional licenses.

FAQ

SUMMIT FINANCIAL GROUP is currently rated 5.0 overall out of 5.

Monday: 8:00 AM - 4:00 AM Tuesday: 8:00 AM - 4:00 AM Wednesday: 8:00 AM - 4:00 AM Thursday: 8:00 AM - 4:00 AM Friday: 8:00 AM - 4:00 AM

SUMMIT FINANCIAL GROUP accepts the following forms of payment: Check

No, SUMMIT FINANCIAL GROUP does not offer free project estimates.

No, SUMMIT FINANCIAL GROUP does not offer eco-friendly accreditations.

No, SUMMIT FINANCIAL GROUP does not offer a senior discount.

No, SUMMIT FINANCIAL GROUP does not offer emergency services.

No, SUMMIT FINANCIAL GROUP does not offer warranties.

SUMMIT FINANCIAL GROUP offers the following services: COMPREHENSIVE FEE-BASED FINANCIAL PLANNING FIRM. BUSINESS, ESTATE, EDUCATION & RETIREMENT PLANNING. INSURANCE: LIFE, LONG TERM CAR, DISABLITY, GROUP. STOCKS, BONDS, MUTUAL FUNDS, ETF'S, REIT'S, VARIABLE & FIXED ANNUITIES. SEPARATELY MANGED ACCOUNTS & WRAP ACCOUNTS, IRA'S, SEP'S, 401(K)'S, PROFIT SHARING, DEFERRED COMP, ETC.

MORTGAGE, TAX PLANNING AND HEALTH, AUTO AND PROPERTY AND CASUALITY INSURANCE.