Summit Financial Services Employee Directory

At our Summit, we have the clientand only the clientin mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help develop, implement, and monitor a strategy thats designed to address your individual situation. Summit is committed to providing the communities we serve with the best value, service and c... onvenience possible. We strive to ensure the customer's experience exceeds their expectations. Error processing your request. Please try again at a later time. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC ). Insurance products are offered through LPL or its licensed affiliates. Summit Community Bank and Summit Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Summit Financial Services, and may also be employees of Summit Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Summit ...Read More