Contact Us

Form CRS - Liberty Partners Client Relationship Summary Click Here

FORM CRS – Summit Client Relationship Summary Click Here

Summit Form ADV 2A Click Here

Summit Wrap Fee Program Brochure Click Here

Summit BCP Click Here

Summit Privacy Notice Click Here

To request a mailed copy call our office at 919-544-0500.

Check the background of this firm on FINRA’s BrokerCheck.

Check the background of this investment professional on FINRA’s BrokerCheck.

Investment advisory and financial planning services offered through Summit Financial, LLC., a SEC Registered Investment Adviser, doing business as Southeast Financial Group.

Investment advisory and financial planning services offered through Summit Financial, LLC., a SEC Registered Investment Adviser, doing business as Southeast Financial Group.

The Summit Integrated Financial Planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Insurance may be offered through Summit Risk Management, LLC, an affiliate of Summit.

The content on this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Material presented on this site is for informational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice.

Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.

Any referenced external hyperlinks or information are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found therein have not been verified by Summit, nor do we make any representations as to its accuracy and completeness. Summit and its affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully.

Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Securities traded through Liberty Partners Financial Services, LLC; Office of Supervisory Jurisdiction (OSJ), 7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617; phone (919) 701-7528; Member FINRA/SIPC. Liberty Partners Financial Services and Southeast Financial Group are not affiliated companies. This communication is strictly intended for individuals residing where the registered representative is licensed to conduct securities Business and as an investment advisor.

Insurance products may be offered through Summit Risk Management, LLC., an affiliate of Summit Financial, LLC.

For more information about Summit and its investment professionals, click here.