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“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.”
“Shout out to our financial consultant , Rick Fine at the Bentonville, AR office. Rick is so easy to talk to. Feels like someone we’ve known forever. We are very happy with how he oversees the account and keeps us informed. We have full confidence in him.”
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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.”