Even in these challenging times, there's whole lot of good happening! At Summit, we've always believed financial success happens together and that's been truer than ever this past month. Here's what "together" has meant for our community.
Have you considered investing? If you're already really good at saving, the next smart step is to put your money somewhere it can really grow. Yep, that means investing. Getting your portfolio on. With Summit Financial Advisors ready to help, you've got this.
At first glance, the path to home ownership can seem pretty daunting. But with Summit's help, you can follow our step-by-step guide to buy your first home with ease and confidence. From preapproval to moving day, we've got the resources you need for each stage of the homebuying process — including mortgage loan officers to guide you along the way. Together, we'll help you stop daydreaming about your new house and start celebrating your new home.
No matter where you are in life, making smart choices is the key to being financially successful. Choosing the right financial partner to help you reach all your personal and business goals is a good place to start. That’s where Summit steps in.
Celebrating a decade of owning it! In this life-changing and award-winning financial education program, Project Money teams work directly with Summit financial coaches – racking up savings, driving down debt and improving their daily lives in the process.
As you get ready to buy a home, you’re faced with so many exciting possibilities. But with those possibilities come a lot of “what ifs.” That’s what we’re here for! From mortgage loan officers who are ready to answer all your questions to informative homebuying events, we’ve got the resources you need every step of the way. Together, we’ll make sure you get the right home for you.