Summit Pointe Financial Group is a financial services firm dedicated to helping individuals and families achieve their long-term financial goals. Their stated mission is to provide clients with customized programs designed to help grow, protect, and conserve their wealth by delivering a high level of personalized service. The firm operates on a philosophy of comprehensive financial planning, integrating various aspects of a client's financial life, including investment, retirement, tax, estate, and insurance planning, to create a cohesive strategy. They offer securities and investment advisory services through their affiliation with Royal Alliance Associates, Inc.

Founded in

United States