Summit Financial Corporation is delivers customized retirement plans and employee benefit plans, as well as personal tax and financial planning solutions to organizations and individuals in the United States. It provides business retirement plan services in the areas of income tax compliance, business operations consulting, investment managementand asset allocation, insurance planning and implementation, long-term care, education planning and funding, executive deferred compensation, life events planning, and retirement income planning and management services.

Employee Benefits

Investment Management

Professional Services

Summit Financial Corp

Stan Gregor

Martin Koosed

Peter Hagen

Laura Fowler

David Touhill

Erin Straub

Summit Financial Corp

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