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.
Winter 2019 Newsletter is Here!
-Feature Article: Surviving the Bear
-You’re Invited: Summit Symposium
-KUDOS! Breanne: Camp Fire Strikes Close to Home
-Summit U: Winter Session is Open
-From the Ashes, a New Beginning: Rode Family Update
-Staff Spotlight: Welcome Veronica and Cindy
-New! Summit Trivia Challenge
7th Annual Summit Symposium
Join us at our signature event on Saturday, February 23, 2019 from 10:00 a.m. – 3:00 p.m. at the Palm Event Center in Pleasanton, CA.
Learn, be inspired, and enjoy great food and wine.
Click the link below to view this year's presenters.
CONTACT US
2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583
925.866.7800
info@summitadvisors.com
Check the background of this firm on FINRA BrokerCheck
RECENT NEWS
We’re Hiring – Next Gen Advisor
February 5, 2019
Year-End Charitable Tax Planning
December 27, 2018
IRS Announces 2019 Standard Mileage Rates
December 21, 2018
EVENTS
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 consider your next steps and ...
Summit Financial Group, LLC All Rights Reserved
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#1221611. DOFU 07/2015.
