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 LLC.

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. 

2020 RMD Changes

 Did you take a Required Minimum Distribution in 2020, but didn't really want or need to? Thanks to the CARES Act, you have the option to return distributions without penalty, this year only, through August 31st, 2020. This includes inherited IRAs and exceptions apply. Every tax situation is different, so be sure to speak with your Tax Advisor. Contact one of our Financial Advisor's to learn more.

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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