David Neeley's Contact Details

David Neeley's Company Details

Summit Advisory Group

Charlotte, NC, US • 100 - 249 Employees
Financial Services

Summit Advisory Group has hundreds of years of combined experience in financial services. Ourprofessionals specialize in providing necessary information and guidance to help their clientsimplement financial objectives.For many, understanding every aspect of personal finance can be daunting and the decisionscan be overwhelming. That's where Summit Advisory Group comes in.Whether your goal is saving for retirement, college savings or estate strategy, our personalizedservices focus on your needs, wants and financial goals and objectives. Our goal is to provideyou with guidance that can help you understand and better define your financial goals. Wework hard to create a mutually beneficial and respected long-term relationship with our clientsand their families. We look forward to working with you through all the stages of your life.Summit Advisory Group takes pride in knowing that we have helped many people pursue thetype of financial future they dreamed about.For more information about our firm and our services, please call. We would love to learnmore about your goals and dreams.Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org), 5925 Carnegie Blvd., Suite 300, Charlotte, NC 28209 (704) 554-6404. Summit Advisory Group is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC96313(0717)p