"Make Your Money Count"

Do you have questions on how to invest your money, or what investment options are available? Summit is a full-service brokerage firm with advisors that have decades of experience. Our advisors 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. 

January: Tax Advantage Investments

Tax Advantage Investment accounts can shelter some or all of an investor's income, minimizing tax burden. In a brokerage account, capital gains realized from selling investments are taxed by the IRS. A tax advantaged account allows investing activities to be tax deferred and in some cases, tax free.

For more information, contact us at: dropaline@summitbrokerage.com or 304-363-0073


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