Broker Check

Our Services

At Summit Financial Group, we provide expert assistance in the following areas:

Investments

  • Common Stock
  • Mutual Funds
  • Exchange-Traded Funds
  • Bonds
  • Alternative Investments
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities

Financial Planning

  • Retirement Planning
  • 401k & IRA Rollovers
  • Fee-Based Planning
  • College Funding
  • 403b Planning
  • Estate Plans

Insurance

  • Life Insurance
  • Annuities
  • Umbrella
  • Auto
  • Recreational Vehicles
  • Individual Health Insurance
  • Long Term Care Insurance
  • Medicare Supplements
  • Disability Income Insurance
  • Homeowners