Investments
Let Summit Financial Advisors, Inc. help you make sound, educated decisions when choosing the best investments for your portfolio.
SFA, established in 1985, has offices in Middletown, OH and Topanga, CA. We work with clients in Middletown, Columbus, Dayton, Cincinnati, as well as California and 16 other states. We’re interested in clients who are just starting to build their nest egg as well as clients who need help with their overflowing nests!
Let Summit Financial Advisors, Inc. help you make sound, educated decisions when choosing the best investments for your portfolio.
From College Savings to Retirement and everything in between, we can help you map out your financial journey with a plan tailored to the specific needs for your lifestyle.
Protect yourself in case of injury, have a plan in place for long-term care, and ensure that your loved ones are taken care of.