Summit Financial Group
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Summit Financial Group, Inc .was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence. Summit Financial Group, Inc., an independent compa
The Big Beautiful Bill could impact how your Required Minimum Distributions are taken. Understanding when withdrawals start, how they’re taxed, and how new rules may impact your retirement strategy is key to avoiding costly mistakes.
The 2025 tax season is well under way. This tax season brings a new standard deduction for taxpayers. The question may now become, itemize or take the standard deduction?
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
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Website
Address
101 Commerce Drive Unit B
Loveland, OH
45140
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
