Jeffrey Lee's Contact Details

Jeffrey Lee's Company Details

Summit Financial Group

San Ramon, CA, US • 50 - 99 Employees
Financial Services

Summit is a comprehensive financial planning and wealth management firm providing insight and solutions that assist people with their financial independence. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions in order to educate them so they understand their financial picture. We then recommended action steps to implement solutions that match their priorities and resources.Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Certain individuals associated with Summit Financial Group, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with Summit Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. Summit Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.