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Above all else, Summit is committed to providing the highest level of support and assistance to its financial advisors. Our years of experience in the industry have taught us the importance of great service, and we strive daily to not only meet but exceed the expectations and needs of our financial advisors. We are dedicated to providing you with accurate and timely solutions to your business needs so you can focus on the needs of your clients.

At Summit, we place service to our financial advisors above all else. This service includes:

  • Providing quick and accurate answers to your questions and inquiries
  • Ongoing and extensive training of all support personnel
  • Easy - and encouraged - access to Summit's senior management

"Summit offers the personal touch of an exclusive boutique broker-dealer coupled with the resources and services of the largest firms in the industry." Gerry Taylor, Michigan

"It wasn't until I joined Summit – after 15 years with other large independent broker dealers – that I realized how much of a difference great service has made on my practice. Summit has helped me increase my earnings, while also providing the support I need to offer my clients the best possible service and advice. I finally feel like I've found my home." Bruce Ciallella, Florida