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About Summit Financial Group, Inc.
A Christian based financial planning firm founded in 1996 in Cincinnati, Ohio. The firm, from its inception has been rooted in providing community based financial education thus allowing individuals and families to make wise financial decisions.
Summit Financial Group, Inc.'s advisors instruct courses at universities, corporations, churches, community centers as well as senior’s centers. A sampling of the courses include; Family Wealth Strategies, Bible Based Money Management, Foundations for a Successful Retirement, Reverse Mortgage Basics and The Family Bank.
Summit Financial Group, Inc. works with families and small businesses in the areas of; investment, tax, retirement, risk management, college aid, budget, mortgage and debt management. Clients of Summit are from all ages and all economic levels.
Foundations is a ministry of Summit Financial Group, Inc. working with churches to provide their congregation courses designed to help them make wise financial decisions. The ministry currently offers 3 different programs that a church can select from.
Currently, Summit Financial Group, Inc. has offices in Cincinnati, Indianapolis, and Lafayette. Summit Financial Group, Inc. is not affiliated with Summit Brokerage Services, Inc headquartered in Boca Raton Florida. Furthermore any references to Summit Financial Group, Summit or Summit Financial or to management is referencing Summit Financial Group, Inc located in Ohio and Indiana, not Summit Brokerage Services, Inc. Summit Financial Group, Inc. does offer securities through Summit Brokerage Services, Inc
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