Investment Products and Services
At Summit, we offer a wide array of investment products and services to accommodate your investment goals and strategies:
Services:
- Asset Allocation Services
- Asset Management
- Financial Planning
- Financial Advice
Product:
- Mutual Funds
- Stocks and Options
- Fixed and Variable Annuities
- Bonds: Tax Free, Municipals, Zero Coupon and Corporate
- Unit Investment Trusts
- Government Securities
- Certificates of Deposit
- Variable and Universal Life Insurance
- Self-Directed Traditional and Roth IRAs
- Alternative Investments