Find financial services in Melville

Whether your goal is to accumulate wealth for retirement, fund education or simply create financial confidence, we can tailor a plan designed to fit your needs. To be your most trusted counsel while helping you to achieve your financial objectives with sound advice and exceptional service. Our teams of qualified, seasoned professionals specialize in

Summit Financial Services, Inc. is an independent comprehensive financial planning firm staffed by caring professionals dedicated to providing objective financial advice. We assist our clients in designing, implementing, and monitoring their investment, insurance and estate planning programs. These programs are tailored to each individual's financial