Summit Financial Advisory Services provides personal and business clients with customized  financial services.   We specialize in coaching college-bound families with College Financial Aid and Academic and Scholarship Planning.  In addition, we assist clients with other financial needs such as investment management, retirement planning, life insurance, tax preparation and bookkeeping.

QuickBooks and Bookkeeping Consulting for Small Businesses and Individuals

Let us help you with both your personal and business bookkeeping so that you will have the time to take care of your personal financial planning and running your business and have accurate financial information to make those critical financial decisions

College Admissions Planning
We will evaluate a student’s personal profile and match college majors, possible careers and colleges that best suit the student’s profile.  

College Financial Aid Planning
We assist you and your family to maximize your financial aid eligibility as you are legally entitled. 

Retirement/College
Accumulating enough money to retire and fund your child or children's education can be difficult. Let us help you reach your objectives.  We offer different retirement and education savings plans.  We will advise you through the paper work jungle and complete all paper work for IRA, IRA Rollover and Educational IRA.

Investment Management
We will address time horizon, risk tolerance and assets allocation and other factors to determine the suitability of investments we may recommend matched to your requirements.  As an Independent financial services firm, we can assist you with a vast selection of Stocks, Bonds, CDs, ETFs, Mutual Funds and Annuities to fit your investment needs and Annuity Investments.

Tax Preparation
Let us prepare your personal or business income tax return at reasonable prices.

Life Insurance & Annuity
Choosing an insurance company and a plan that suits your needs can be a complicated and confusing process. Let us do the “shopping” for competitive premiums for your life insurance policy.

QuickBooks Point-of-Sales Solutions
We can assist the small retailer with a POS solution which will integrate and stream line your Inventory Control and Purchase Order process. with your daily sales and integration with QuickBooks Financials.

Our Store
Here you can purchase QuickBooks Software and Supplies as well at College and Financial planning books and materials.