Complete Financial Planning
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.