Employee Benefits through Summit Financial Advisors
A solid employee benefit package gives a business a competitive edge in attracting quality employees. We'll help you build a plan that best suits your business and employees' needs.
- Employer-sponsored retirement plans, such as a 401(k), Simple IRA and profit sharing plans
- Life and Disability Insurance for the individual employee
Our Financial Advisors are available to discuss your individual needs. If you'd like to schedule an appointment, please call or email any of the Summit Financial Advisors.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.