Summit Financial Solutions is headquartered in Tempe, Arizona, one of the sunniest cities in the nation and home to Arizona State University. Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve built a reputation for remarkable personal service since our firm’s inception, and we are dedicated to reinforcing it with each client interaction. With our combined experience advising clients on all aspects of financial planning, we bring deep insight and unique perspective to improving their financial lives.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Summit Financial Solutions are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Summit Financial Solutions

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