Develop valuable strategies for your organization and its employees by partnering with our knowledgeable and highly credentialed advisors.

Our Offerings

We know your business requires comprehensive solutions. Our consultative approach allows us to craft unique strategies that cater to your organization’s specific needs.

Products and Services

Innovative Benefit Plans

Putting together an attractive benefits plan for your employees does not have to be a burden. We will listen, collaborate and recommend solutions that fit your organization’s objectives and the needs of your employees.



Providing Employee Benefits through Strategic Partnerships

Summit was brought on as the employee benefit partner for a regional bank to find solutions that would round-out the list of services the bank could offer their clientele on a national level.

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Ready to map out a plan for the future? Our knowledgeable advisors will help you take the first step.