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Summit Financial Group, Inc. is dedicated to helping families reach their immediate financial needs as well as their long-term dreams through education, strategic planning and a commitment to success.
Our vision is to be the source for our clients and our community for sound financial advice rooted in proven, time-tested strategies delivered by caring, committed professionals.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (513) 891-6050 .
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.
An effective group retirement plan starts with asking the right questions, as well as understanding the goals and needs of the business. Many plan fiduciaries need help navigating these waters. Take full advantage of every opportunity to add value to your 401(k) plan.