Summit Advisory Group has hundreds of years of combined experience in financial services. Our
professionals specialize in providing necessary information and guidance to help their clients
implement financial objectives.

For many, understanding every aspect of personal finance can be daunting and the decisions
can be overwhelming. That’s where Summit Advisory Group comes in.

Whether your goal is saving for retirement, college savings or estate strategy, our personalized
services focus on your needs, wants and financial goals and objectives. Our goal is to provide
you with guidance that can help you understand and better define your financial goals. We
work hard to create a mutually beneficial and respected long-term relationship with our clients
and their families. We look forward to working with you through all the stages of your life.

Summit Advisory Group takes pride in knowing that we have helped many people pursue the
type of financial future they dreamed about.

For more information about our firm and our services, please call. We would love to learn
more about your goals and dreams.


Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org), 5925 Carnegie Blvd., Suite 300, Charlotte, NC 28209 (704) 554-6404. Summit Advisory Group is independent of Equity Services, Inc.  National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates.  ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.  TC96313(0717)p

Summit Advisory Group

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Summit Advisory Group

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