Summit Financial Group is a national full-service benefits firm that offers innovative solutions in benefits, insurance, and investments. With a strong focus on helping clients secure a healthy financial outlook, Summit provides comprehensive and integrated services that cover all aspects of the benefits, insurance, and investments landscape. Since 1988, Summit has built a legacy of exceptional customer service and extensive relationship building.

The firm operates independently, without exclusive service provider contracts, allowing them to tailor solutions to each client's unique needs. Summit's highly credentialed team, which includes professionals like CPAs and attorneys, combines process-driven strategies with a high-touch, consultative approach to provide exceptional service. As a trusted brand, Summit Financial Group is committed to designing and implementing professional benefits, insurance, and investment solutions that secure a healthy financial future for their clients.

Contact Summit today to learn more and take the first step towards mapping out your financial plan