Service & Support

Service that Places You Above All Else

​ Our Commitment


Summit is committed to providing you with the highest level of support and assistance. Our team strives daily to not only meet but exceed your expectations, with innovative and timely solutions to your business needs. We offer a different cultural experience, one focused on helping you get the most out of your career and practice. Simply put, we are dedicated to doing everything within our power to help make Summit your home.

We are, and will always be, committed to:

Valuing your independence as a business owner and financial advisor

Providing you with the best training and tools throughout your career to help you maximize the value of your efforts

Maintaining a corporate culture that makes you feel welcome, wanted and important

Being honest and forthright in our dealings with you

Treating you and your staff as our partners

Our years of experience in the industry have taught us the importance of great service, and we strive daily to not only meet but exceed the expectations and needs of our financial advisors. We are dedicated to providing you with accurate and timely solutions to your business needs so you can focus on the needs of your clients.

At Summit, we place service to our financial advisors above all else. This service includes:

  • Providing quick and accurate answers to your questions and inquiries
  • Ongoing and extensive training of all support personnel
  • Easy—and encouraged—access to Summit's senior management

Learn More About Our Service and Support

The Summit Cultural Difference