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GIVING BACK 


DURING THESE CHALLENGING AND UNCERTAIN TIMES, 

THE SUMMIT TEAM WANTS TO GIVE BACK.


COMPLIMENTARY WEALTH  CONSULTING AND PLANNING

 

For over 30 years, Summit Financial Consultants has served our  clients, friends, colleagues and this community.

Given the uncertainty of these challenging times, Summit is offering complimentary financial consulting services for those in need of guidance. If we can be of assistance to you, your parents, sisters, brothers, friends, neighbors and co-workers, please fill out the short form.One of our team members will respond in kind to see how we may provide guidance or planning at no cost to you.

Be stay safe and be well.


*Please note if you need additional support, beyond the free general guidance and planning, you will never incur a fee unless discussed and agreed upon prior to any service being performed.

This is not a solicitation or recommendation to purchase or sell any investment product or service, and should not be relied upon as such. The views and strategies described may not be suitable for all investors.


Check the background of this firm on FINRA’s BrokerCheck.