Summit Financial Service

Our Philosophy

At Summit Financial Services, Inc., we are committed to helping our clients achieve their financial goals through customized plans designed specifically for their individual objectives. As a completely independent, full-service financial planning and wealth management practice, we have the ability to establish working relationships with a number of investment companies and insurance providers. This allows us to recommend products and services that can be tailored to meet our clients' unique goals and objectives.

Our Commitment to Quality

We pride ourselves on our high level of professionalism, endeavouring to provide our clients with only the highest quality information, services, and products to help them reach their goals. The quality of our work is evidenced by the relationships we have fostered. Our team of dedicated representatives has extensive personal and professional experience and are licensed to offer a variety of investment and insurance products. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.

Our Services

At Summit Financial Services, Inc., we offer a wide range of services designed to help our clients achieve their financial goals. Some of the services we provide include:

• Retirement planning and investment management
• Estate planning and trust management
• Insurance planning and risk management
• Tax planning and planning
• Financial analysis and planning
• Investment portfolio management

Our Approach

At Summit Financial Services, Inc., we believe that every client is unique, with their own distinct financial goals and objectives. That's why we take the time to get to know each of our clients, understanding their individual needs and designing customized plans to help them achieve their goals. Whether you're planning for retirement, saving for a down payment on a home, or simply wanting to ensure you have a financial safety net in place, we're here to help.

Our Team

At Summit Financial Services, Inc., we're proud to have a team of experienced and dedicated professionals who are committed to helping our clients achieve their financial goals. Our team includes a range of registered representatives, financial advisors, and other professionals who are licensed to offer a variety of investment and insurance products. Our team is dedicated to developing lasting relationships with all our clients, providing them with the guidance and support they need to achieve their financial goals.