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.
Our Spring Newsletter is Here!
• Feature Article: What Happened to Silicon Valley Bank?
• Summit Spirit Award: Tyler Bailey & Special Olympics
• Summit University: Spring Seminars
• Community Corner: The Spirit of Giving Comes Full Circle
• Summit Trivia Challenge
• Staff Spotlight: Congratulations All Around!
• Our Spring Shredding Event Is Back!
Summit University
Summit University plans, develops, and hosts a variety of educational events created with the needs and interests of our clients and community in mind. Click the link below to see what's coming up.
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2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583
925.866.7800
[email protected]
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RECENT NEWS
Summit Internship! Are You Interested?
March 3, 2023
Hello? Is that you, IRS? How to Avoid Being Scammed
October 13, 2022
EVENTS
Retire Wise: An Educational Retirement Strategy Workshop Retirement is a time to create the life ...
This course addresses financial issues that pertain to the self-employed as well as employees of ...
Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and ...
Summit Financial Group, LLC All Rights Reserved
Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC . Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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