Company Bio
Summit Financial Advisors, Inc. is a boutique financial services firm, dedicated to helping it’s clients achieve peak performance in the pursuit of their financial goals and dreams.
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Meet the Team
Jim Franceus, CFP®, has over 40 years of experience as a financial service professional and advisor. His son, Jared, is now involved as the Operation and Sales Director at the firm.
Summit Financial Advisors, Inc.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Summit Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated. Licensed in CA, CO, MN, OK, OR, WA.