Home | Summit Financial & Insurance Services

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

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Gerald M. Kleber, Jr.

Registered Financial Consultant

jerryk@summitfis.com

Raz Bracha, MBA

CERTIFIED FINANCIAL PLANNER™

razb@summitfis.com

Marlo Graham

Client Relationship Manager

marlog@summitfis.com

Sheena Hamraj

Director of Client Services

sheenah@summitfis.com

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