OUR OBJECTIVE: "Reasonable Rates of Return Without Undue Risk"
When David Daniel and Fred Werner decided to form Summit Financial, they had one goal in mind: to always put their client's needs first. This philosophy has been passed on to everyone on their team and it shows. In the end, their client's success is their own, and that's the basis for everything they do.
Check out the backgrounds of these investment professionals on FINRA's BrokerCheck.
We believe getting to know our clients is the first order of business. Our firm works to deliver reasonable rates of return without undo risk.
Business owners face complex issues when it comes to retirement plans, portfolio management, estate planning, insurance planning, risk management, and business transfer planning. Find out how we can help.
Learn more about our team. We offer advice and guidance on matters that are of the utmost importance to you.