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Company Bio
Summit Financial and Investment Advisors 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.
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Summit Financial and Investment Advisors
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representatives) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.