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.