Summit Financial Services, Inc. is an independent comprehensive financial services firm staffed by caring professionals dedicated to providing personalized financial advice. Our professionals assist our clients in designing, implementing, and monitoring their investment, insurance and estate planning programs. These programs are tailored to each individual’s financial and emotional needs to provide them with solutions that will help them pursue their goals.
We offer attentive service and creative solutions suited to your unique situation and place emphasis on client education and empowerment. Our clients tell us they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand. Our mission is to help you overcome uncertainty, take control of your finances and move confidently towards your goals.
Managing your finances today, let alone planning for what tomorrow may bring, doesn’t happen automatically or easily. Squeezed by the demands of daily life, you may know the importance of planning for a secure financial future, but have placed it on the back burner. The good news is that financial planning doesn’t have to be an overwhelming burden. It is a tool that’s available to everyone, rather than a luxury for a select few.
Summit Financial Services, Inc. provides integrated investment advisory, estate planning, and tax services to help our clients pursue their financial goals.
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Summit Financial Services, Inc
145 Pinelawn Road
Melville, NY 11747