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Welcome to Summit Financial Group

A single location for all your financial needs.

Save.Organize.Prepare...Empowering Individuals and Families

Financial Guidance

No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

We can help to solidify tomorrow by planning today.

Investment Management

We work with our clients to develop investment strategies that align with their personal goals.

Insurance Services

Let us surround you and your family with our leading insurance policies.

Our Areas of Focus

Market Summary


Retirement Planning

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401k & IRA Rollovers

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Home, Auto, Health & Life Insurance

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Annuities: Fixed, Indexed, Variable

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