Summer and Company
Our mission is to craft fulfilling lives for our clients by growing and protecting family resources.
Our firm began with Henry’s father, C. Walter Summer, in 1954. When he died in 1973, Henry took over the company. Since then, Henry has expanded the company to meet the growing needs of our clients.
We are now a full-service financial firm committed to helping people pursue their financial goals. We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
We offer a wide range of financial products and services to both individuals and business owners including personal and corporate income tax return preparation, bookkeeping services, payroll services, business entity selection and incorporation, legal document preparation including wills and deeds, probating estates, investment management*, life insurance efficiency reviews, annuity products, advisory services*, and individual stocks*.
We are able to identify gaps in our clients' financial plans* by using the eight wealth management issues that all families face as a structure to talk about what most concerns our clients. Once their concerns have been identified, we have a wide range of services we can offer. If the only tool you have is a hammer, every problem looks like a nail. That's why we have decided to offer a wide range of services through an independent broker-dealer so we can offer customized services to each of our clients. We can offer a wide range of services through a variety of companies that have been screened by our broker-dealer.
Please call us if you have any questions about our firm or the range of financial products and services we provide.