Making Investing Personal Team of Avantax Investment Services , Member FINRA, SIPC. - Livonia (MI)

Allan Professional services and friendly support staff. Ken is responsive and attentive to individualized financial planning. Highly recommend Summit Financial.

Brett Nylund Its great to hear from my new advisor, Kevin Krym, who I have had for a year now. Kevin contacts me every month to update me on our progress and trends going on in the markets. I rarely would hear from my old advisor and its nice to not feel neglected as if my portfolio was not worth his attention. SO GLAD I MADE THE CHANGE !

Rich Nobody Paul My father left me the interest in a half million dollars unfortunately, he left it with Pollock who cant manage a 1.5% return. Now I am homeless. Really? Half a million dollars, he can generate a max of 6k/year. Great job jim!

Rachel Sammons Needed some renters insurance for my daughter she was moving out of town. I worked with Kim Kalahar at My Member Insurance in Midland not only did she get us what we needed for her new rental but she did all the work for us I told her what we were looking for and Kim took care of it all within the day. I really appreciate all the help Kim gave us when we really needed it fast and efficient.