Summit Financial Group, LLC

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. Were welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly...

Financial planning,exit and succession planning,wealth management,retirement planning,401(k) plans,life insurance,long term care insurance,disability insurance,and divorce financial planning

Summit financial group, llc operates in the Financial services industry.

Summit financial group, llc's revenue is 11m - 100m

Summit financial group, llc has 11 - 50 employees.