The Latest News

Summit Financial Group LLC Receives 2015 Best of San Ramon Award

July 8, 2015 | Category: Press Releases

SAN RAMON July 2, 2015 — Summit Financial Group LLC has been selected for the 2015 Best of San Ramon Award in the Financial Planner category by the San... Read More

Enabling Citizen Superheroes. PulsePoint app saves another life!

April 21, 2015 | Category: Community

PulsePoint Respond empowers everyday citizens to provide life‐saving assistance to victims of sudden cardiac arrest. Application users who are trained in (CPR) and willing to assist in case of... Read More

8 Pitfalls to Avoid with Succession of a Family Run Business

April 9, 2015 | Category: Articles

A staggering 90 percent of American businesses are family owned or controlled. These range in size from two-person partnerships to Fortune 500 firms and together they generate about half... Read More

Nathan Bennett of Summit Financial Group named on list of Nation’s Top 50 NextGen Financial Advisors

February 24, 2015 | Category: Press Releases

In its January edition, REP. Magazine posted its list of the Nation’s Top 50 NextGen Independent Broker/Dealer Financial Advisors, and Nathan Bennett of Summit Financial Group, LLC in San... Read More

Summit Advisors Volunteer at the Junior Achievement Social Innovation Camp

February 20, 2015 | Category: Community

The Junior Achievement (JA) Social Innovation Camp is a on-day event in which high schcool seniors use entrepreneurial principles and technology to create innovate solutions to societal issues. Summit... Read More