At Summit, we work hard to be your trusted partner from the very start of our relationship. Combining process-driven strategies with a deeply consultative approach, we take the time to foster a trusting relationship, encouraging you to fully communicate your needs, goals, and objectives. We then work with you to design individualized benefit, insurance, and investment recommendations that will be of significant value to your organization and your employees.
Summit's leaders are involved in local communities, serving on boards and committees for more than 15 nonprofits. Summit's employee family have volunteered for and donated to more than 80 different nonprofits. Summit's employee family has volunteered more than 1600 hours within local communities. We also donated more than $60,000 to local charities.