Summit Financial Consulting
Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Being registered with the SEC and being a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Health/Life/Annuity Insurance products and services offered by the individual insurance agent. Group Health insurance and ancillary benefits are offered through Summit Health Services, LLC. Property/Casualty (P&C) Insurance is offered through Summit Insurance Services, LLC and our local P&C agency partners. Representatives of Summit Financial Consulting LLC offer tax preparation services through Summit Tax...
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Retirement Income Planning
- Investment Planning
- Legacy Planning
- Tax Planning
- Insurance
- Education Planning
- Social Security
Sentiment Analysis
My husband and I have had a great experience with Summit and have been able to build our portfolio slowly and steadily.
Zach Bachner was especially helpful throughout the last five years as my advisor.
He worked with me so I could use some of my investment money how I wanted and still Get the same income every month.
The most important thing to me is, I don't understand this realm of the world, and Jim always takes his time to explain it in ways that ill understand.
Summit Financial is always adapting and looking for other ways to make money and to keep your money safe.
Summit Financial associates have helped us immensely.
James helped me immensely!!
Highly recommend to all my family & friends - extremely professional and reliable service.
His superior knowledge on several aspects of financial needs makes you feel secure.
Very helpful.
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