Account Access

We have changed our broker-dealer and affiliated with LPL Financial. If you have not signed new paperwork from us, you will not be able to view your accounts. Please call us immediately at 631-595-5700 if you have not already spoken to us, so that we may send you completed forms for your signature. Once we receive the signed forms, you will receive a NEW logon to use within a few days, and you will be able to view your accounts just like you have in the past!

If you already have your new logon, please click the LPL Logo below to access your accounts.


Investment Updates

Company Info

Summit Financial Services, Inc
145 Pinelawn Road
Suite 345N
Melville, NY 11747
Phone: 631-595-5700
Fax: 631-595-5710


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