Summit Global Investor Services

Summit Global Investor Services is a full-service, independent financial firm dedicated to helping clients build wealth and protect their assets. Established with the mission to provide objective, customized financial strategies, the company operates without the pressure of proprietary product sales. They focus on a range of services including investment management, retirement planning, financial planning, and insurance services, tailoring their approach to each client's unique goals. The firm is affiliated with Cambridge Investment Research, Inc., a registered broker-dealer, to offer securities and advisory services.