Summit Financial Group, Inc., from its inception in 1996, has been rooted in providing community-based financial education through local schools, churches and businesses. Our goal is to provide our clients with solid, easy-to-understand information and advice that allows them to make wise financial decisions.
Our team of experts provides a full range of services in the areas of investment, retirement, college planning, risk management, life insurance, tax, budget, mortgage and debt management. We pride ourselves on building life-long personal relationships with our clients, because circumstances and goals are continually changing. By offering exceptional client service and solid recommendations, we are able to implement financial strategies that help families and small businesses feel confident about meeting short-term needs while planning for long-term dreams.
Summit Financial Group, Inc. has offices in Cincinnati and Columbus.
Summit Financial Group, Inc. is not affiliated with Summit Brokerage Services, Inc. headquarted in Boca Raton, Florida. Furthermore any references to Summit Financial Group, Summit Financial or Summit or to management are referencing Summit Financial Group, Inc. located in Ohio, not Summit Brokerage Services, Inc. Summit Financial Group, Inc. does offer securities through Summit Brokerage Services, Inc.