Summit Financial and Insurance is an independent financial and insurance company whose professionals provide individualized solutions tailored around our clients' specific needs. Our goal is help guide you to the peak of your financial journey.
Our core principals are communication, integrity, stewardship, and education. We realize you have many choices when it comes to selecting a financial professional. Our goal is to provide you with unsurpassed communication through regular face-to-face meetings; monthly newsletters on timely topics; prompt and courteous follow up; and access to eMoney, an award-winning online financial planning software.
We take the business of investments and insurance very seriously. As independent financial advisors, the professionals at Summit Financial and Insurance don't offer ANY proprietary products or solutions. Your best interests are our best interests.....Period. As a client of our practice, you will always know what your fees are, and most importantly, how we're compensated to provide our services.
Finally, our goal is to provide a holistic approach to financial planning. We'll closely examine your total financial picture to help ensure I'm offering the most comprehensive investment and insurance solutions to match your specific needs.
Company Details
- Employees
- 5
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- summitfinancialandinsurance.com
- Keywords
- C3 AI.
- Competitors
- C3 AI, MHP – A Porsche Company.
Summit Financial And Insurance Questions
Summit Financial And Insurance's website is summitfinancialandinsurance.com
Summit Financial And Insurance's LinkedIn profile is https://www.linkedin.com/company/amicus-financial
Summit Financial And Insurance has
5 employees.
View email and phone details for 5
employees at Summit Financial And Insurance.
Summit Financial And Insurance's industry is
Investment Management
Summit Financial And Insurance's top competitors are
C3 Ai,
Mhp – A Porsche Company.
Summit Financial And Insurance's categories are Investment Management
