Summit Financial Group is a comprehensive planning and wealth management firm providing insight and solutions that assist clients with their financial dreams. Our goal is to educate clients so they understand their financial picture in order to implement solutions that match their priorities and resources. We aim to be the trusted resource for our clients and earn that distinction by consistently treating their wealth as if it was our own.
Summer 2019 Newsletter is Here!
-The Kids Are All Right - Planning for the Next Generation
-Summit Spirit Award: Connor Merrigan supports the Alzheimer's Association
-Our 17th Annual Charity Golf Tournament: Get to know this year's beneficiary, George Mark Children's House.
-Summit University Summer Schedule: Teens & Money, Second Saturday
-Summit Trivia Challenge
17th Annual Charity Golf Tournament
It’s that time of year! Break out those clubs and join us on the golf course in support of a wonderful organization.
Read More >CONTACT US
2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583
925.866.7800
[email protected]
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Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#2142988. DOFU 07/30/2018.
