Summit Financial

summit financial corporation is a leading provider of retirement, employee benefits, and financial planning products and services for organizations and individuals. for more than 20 years, summit has helped retirement and benefits clients achieve their most ambitious goals for their companies and employees, and worked with individuals to attain a higher degree of financial security and greater peace of mind. our practice is characterized by unparalleled industry expertise, an emphasis on the long view, collaboration across divisions, and unrivaled client service. today, we remain privately owned and fiercely committed to offering customized guidance and implementing the best solutions our industry has to offer. our staff consists of some of the very best and brightest professionals in the industry, including attorneys, cpas, aifas, clus, cpcs, qpfcs, qpas, qkas, mbas, and many other credentialed specialists. despite our growth, we stay true to our "boutique" roots, nimble and committ