By: Angela King|On: December 22, 2017 |Category: Articles
Tax Reform Town Hall with Summit Financial Group Tax Reform – What Does It Mean? On Friday, December 22, 2017 Summit Partner Nathan Bennett and Senior Director Jay Gilson...
Summit Gives the Gift of Christmas to Fire Victims
By: Angela King|On: December 20, 2017 |Category: Articles
Happy Holidays from Summit Financial Group! The past year has been most fascinating. On one hand, a robust economy and growing stock market have resulted in good things for...
An Open Letter To Our Clients: The Equifax Breach and You
By: Angela King|On: 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...
Summit Foundation Donates to Help Hurricane Victims
By: Angela King|On: 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...
Summit Advisor Among Graduates of Leadership San Ramon Valley Class of 2017
By: Angela King|On: 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...
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Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
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.