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Summit Financial Group, Inc. is a privately held National Employee Benefits and Wealth Management Planning firm. Established in 1987, Summit has offices in Texas, Oklahoma, Connecticut, New York, Alabama, Tennessee, Louisiana, Missouri, Colorado, Kansas, Arkansas and California. Summit Consolidated Group is the Holding Company for Summit Financial Group and several other sister companies.

Securities and wealth management services offered through registered representatives of Walnut Street Securities, Inc (WSS) Member FINRA/SIPC, 1350 South Boulder Avenue, Suite 300 Tulsa, OK 74119-3222. Summit Financial Group is not an affiliate of Walnut Street Securities, Inc. (WSS). Summit is also a Registered Investment Advisor with the advisory services offered through Summit not Walnut Street Securities, Inc.

FINRA     SIPC

 

WSS Approval Number L0409032737 and Expiration Date 12/10.

Individual Life and Annuity Service Center

Enter here for Quotes and Applications
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Private Equity Solutions Practice

"Portfolio companies must understand their costs and where there are opportunities for costs savings."
Columbia School of Business 2008

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Community Involvement

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Business Consulting

Opportunities to help you Grow your Business and Enrich your Clients!

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Copyright © 2005, Summit Financial Group Toll-Free: 1.800.475.0991