Rick Bates's Contact Details

Rick Bates's Company Details

Summit Financial

Wilmington, MA, US • 100 - 249 Employees
Financial Services

Summit Financial Corporation 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 and advisory services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html