Summers Financial Services

At Summers Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management analysis We also can answer your questions, including: Can I retire early? Are my...

John has done an amazing job changing my family’s financial tree. John maintains my life insurance, 529’s, UTMA, ROTH IRA accounts along with my daughter’s life insurance and my grandchildren’s 529’s.. He is by far one of the most sincerely authentic advisors who will go the extra mile for my financial success. ~ Debbie

Summers Financial Services is an independent business insurance and fringe benefits planning firm that specializes in working with small and medium sized companies. It provides financial services that a business can utilize to provide benefits. By carefully evaluating client’s needs, Mr. Summers recommends plans that are comprehensive, yet affordable.

Summers Financial Services was...

Insurance, Employee Benefits, College Planning & Financial Aid, Retirement Planning, Financial Planning, Investment services