Combination provides cutting-edge benefits solutions for Oklahoma market
Oklahoma City – Summit Financial Group, a financial services and consulting company, recently acquired PremierSource from Legacy Financial Services Group, an affiliate of McAfee & Taft. The acquisition will enable Summit to better serve clients across the state with extensive benefit offerings for brokerage, administration and consulting services.
PremierSource offers employee benefit, retirement planning, human resource, wealth management, and risk management solutions to businesses throughout the state. The acquisition of PremierSource positions Summit to expand on its delivery of impressive health and welfare solutions, human resource consulting and high quality compliance.
“This move is beneficial to both organizations and the Oklahoma marketplace,” said Todd Rolland, president of Summit Financial Group. “We are eager to meet with employers about all types of employee benefit plan options. As employers face challenges with healthcare benefits, we are building cutting-edge solutions that are progressive, meet our clients’ needs and save employers money.”
About Summit Financial Group
Summit Financial Group, a subsidiary of Summit Consolidated Group, is a privately held full-service financial services and executive consultation company with offices and affiliated partners coast to coast. Since 1987, Summit’s 120 valued associates and far-reaching brokerage network have served more than 2,000 companies, organizations and individuals nationwide. Headquartered in Dallas, Summit’s national network of associates provides exceptional insights into every aspect of employee benefits management, risk management, wealth management, and retirement planning. Learn more at www.yoursummit.com.
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Phone: 918-699-6521. 211N. Robinson Ave Suite 1490, Oklahoma City, OK 73102.