Bill Coffeen's Contact Details

Bill Coffeen's Company Details

Summit Financial Corp

Wilmington, Massachusetts, US • 61 Employees
Financial Services

Summit Financial Corporation was aquired by HUB International in October 2017. Summit is a leading provider of retirement, employee benefits, and financial planning products and services for organizations and individuals. For more than 20 years, Summit has helped retirement and benefits clients achieve their most ambitious goals for their companies and employees, and worked with individuals to attain a higher degree of financial security and greater peace of mind. Our practice is characterized by unparalleled industry expertise, an emphasis on the long view, collaboration across divisions, and unrivaled client service. Today, we remain privately owned and fiercely committed to offering customized guidance and implementing the best solutions our industry has to offer. Our staff consists of some of the very best and brightest professionals in the industry, including Attorneys, CPAs, AIFAs, CLUs, CPCs, QPFCs, QPAs, QKAs, MBAs, and many other credentialed specialists. Despite our growth, we STAY true to our "boutique" roots, nimble and committed to doing whatever it takes to exceed your service expectations. Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, HUB International and HUB Retirement and Wealth Management are separate entities from and not affiliated with LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.