Summit provides high quality asset and property management services. Strategies are developed and managed based on trust documents and State law to achieve your specific objectives.
A trust is an excellent management solution to assure that assets and property are managed and distributed in accordance with your directions.
- Personal Trust Services
- Revocable Living Trusts
- Charitable Trusts
- Testamentary Trusts
- Special Needs Trusts
Summit Community Bank is a Member FDIC. Trust Services may invest in insured deposits or nondeposit investment products. Nondeposit investment products are not insured by the FDIC or any other government agency, are not deposits or other obligation of, or guaranteed by any bank or any affiliate, and are subject to investment risk.
Summit Financial Services
Summit Financial Services is a name you can trust. Through a relationship with LPL Financial, a FINRA and SIPC member, we offer access to a complete selection of investment services. Summit Financial Services is trained to assist our customers in evaluating their own special circumstances and goals.
Whether saving for retirement, preparing for a child’s education or purchasing a vacation home, the guidance of a professional Financial Consultant can provide the necessary guidance to help accomplish your objectives.
Securities and advisory services offered by LPL Financial, A Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Summit Community Bank and Summit Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.