The Latest News

Summit Gives Back – Samantha Receives Her Dream Room

October 10, 2017 | Category: Community

Last week, Summit Financial group was honored and privileged to participate in the dream-room makeover of 7-year-old Samantha, a Rooms of Hope (RoH) beneficiary and an all-around extraordinary kid.... Read More

An Open Letter To Our Clients: The Equifax Breach and You

September 11, 2017 | Category: Articles

  Dear Valued Client, As you have likely heard, Equifax – one of the major credit companies in the US – had their security breached, and more than 140... Read More

Summit Foundation Donates to Help Hurricane Victims

August 30, 2017 | Category: Articles

Some of you may remember the announcement of our newly formed Summit Foundation back in December of last year. Yesterday our foundation, moved by the stories unfolding in Houston... Read More

The Retirement Income Challenge

June 18, 2017 | Category: White Papers

At its core, retirement is a lifetime income challenge. When someone quits working, their lifestyle still requires monthly expenditures, but the corresponding paycheck disappears. Replacing that paycheck is the... Read More

Summit Advisor Among Graduates of Leadership San Ramon Valley Class of 2017

June 2, 2017 | Category: Articles Community

Congratulations to Jeneen Slack, who joined the ranks of Summit advisors to successfully complete the fantastic program offered through Leadership San Ramon Valley. Among those in attendance at the... Read More