West Virginia Owned, Serving Across the USA

We are happy to announce that our name has changed from Summit Brokerage Services to Summit Financial Networks. We are now a region of Cetera Advisor Networks.

Do you have questions or concerns about retirement planning, or your IRA/401K? Would you like to talk to an advisor on how to invest your money, or what investment options are available? Summit Financial Networks is here to assist you and we offer no-cost, no obligation, consultations. Our advisors will work with you to create a plan for retirement, provide advice in an early retirement "buy-out" offer, and assist you with your IRA/401K from past employers.

We are a full-service brokerage firm with advisors that can help you invest your money, plan for retirement, assist in Estate planning, set-up 529 college savings plans, life insurance, long-term care insurance, and Medicare Supplement/Prescription Drug insurance. Please look at our products and services page for more information on what we offer. 

2019 Is Quickly Coming To An End

 Below are some helpful ideas to wrap up the year:

  • Make sure you have completed your  Required Minimum Distributions (RMD); there is a penalty for not taking it by December 31st.
  • Find out how much you have contributed to your retirement plan and how much can still be contributed.
  • Review your Insurance coverages- Health, Medicare, and Life.
  • Make sure your beneficiaries are up to date.
  • Review or begin a financial plan.

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact Phillip Burton at 304-363-0073 to obtain a prospectus, which should be read carefully before investing or sending money.

Check out the background of this investment professional on FINRA's BrokerCheck.

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