General Info

The Summit Financial Group is a privately held employee benefits and wealth management planning company. It is an independent insurance broker that maintains offices in Texas, Connecticut, New Jersey, Oklahoma, Colorado and Arkansas. Established in 1987, the company serves several small- and large-scale private and public businesses. The Summit Financial Group offers a range of annuities and pension and education savings plans through Walnut Street Securities. It operates an investment services division that provides a line of asset management services. The company also offers life and disability insurance plans. The Summit Financial Group is a part of the Summit Consolidated Group.