Who We Work With
Your goals are unique and deserve a unique solution. Summit Financial Group’s independence allows us to bring you independent recommendations from a host of financial companies. This allows us to leverage the various strengths of each provider to your situation.
INVESTMENT MANAGEMENT
Fee-Based Platforms
- Strategic Wealth Management (SWM)
- Manager Select
- Optimum Market Portfolios (OMP)
- Personal Wealth Portfolios (PWP)
- Model Wealth Portfolios
FUND FAMILIES
- Vanguard
- Fidelity
- American Funds
- Franklin Templeton
- Calvert (Socially Responsive)
- T.Rowe Price
- Dodge & Cox
- Invesco Oppenheimer
- Many Others…
VARIABLE & FIXED ANNUITIES
- Prudential
- Jackson National
- Protective
- Allianz
- MetLife
- Massachusetts Mutual
- Lincoln Financial
- Many Others…
INSURANCE COMPANIES
Life Insurance
- Massachusetts Mutual
- John Hancock
- Banner Life
- Lincoln Financial
- Voya Financial
- Prudential Financial
- Mutual of Omaha
- Protective Life
- MetLife
- Many Others…
Disability Insurance
- Standard Insurance
- Principal
- Massachusetts Mutual
- Assurity
- MetLife
- Guardian
- Several Others…
Long-Term Care Solutions
- Mutual of Omaha
- John Hancock
- OneAmerica
- Lincoln Benefit
- Several Others…
The providers mentioned are for general information only and not intended to provide specific advice or recommendations for any individual.
