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“I can attest to the family-owned and caring team behind the scenes and in the forefront at Summit. With the ability to provide plans and products independently, not beholden to any one company, Summit Financial Group assists clients, both individual and corporate, in meeting their goals and needs.”
“We've been working with Fidelity for years, and we've been very happy with the way they've stewarded our investments. Their customer service is also second to none.”
“I attempted to setup my account online and messed it up. I stopped by the Tulsa office and was immediately greeted and helped by Wyatt and Cade. Cade had my paper work completed in thirty minutes. I had a few issues tied to my initial attempt to setup my login, but Cade handled all the calls with their back office team and just contacted me when everything was good. I appreciate their service!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Stanfield and O'Dell made a large donation to the Jenks Robotics Team helping to insure the future growth and success of our students. Not only do they have an excellent business reputation, they support their local schools! THANK YOU FROM TEAM 31!”