Broker Check

Products & Services

At Summit Financial Group, Inc., we provide assistance in the following areas:




Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Financial Planning

Retirement Plans

Tax Plans

401 (k) Planning

403 (b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans



Disability Income Insurance

Life Insurance

Long Term Care Insurance

Tax Planning

Tax Planning

Relocation Tax Issues

State Tax Return Preparation

Representation Before the IRS

Tax Return Preparation

Individual Tax Preparation and Planning

Business Start Up, Counsel and Corporate Taxes

Small Business Accounting Services

IRS and State Tax Audits

Income, Gift and Estate Tax Returns

College Planning

College Planning

Retirement – Ready or Not Assessment

What-if Analysis

School Cost/Aid Eligibility Comparison Report

First Year FAFSA Consultation/Submission

Complete College Planning Resource Kit

Academic Solution Program

College Planning Relief® Professional Counseling

Detailed Scholarship Search Tools

Career Exploration/Career Matchmaker Assessment

College Quick Reference

Summit Brokerage Services, Inc., its affiliates and Summit Financial Group, Inc. do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.