Summit Financial Services, LLC Email Format

Financial ServicesMaryland, United States11-50 Employees

Summit Financial Services, LLC is a financial services firm based in Bowie, Maryland. It assists families with retirement planning and legacy objectives, helping them optimize earnings and decide what to pass on to loved ones. Founders Frank and Craig Hebert have served the local community for more than two decades, guiding clients through employer-sponsored plans such as 401(k)s, 403(b)s, and retirement accounts like TIAA CREFs and TSPs.

The firm expanded by opening a branch in Bridgeville, Delaware to better serve clients there. It operates in the financial services sector, providing guidance on retirement and legacy planning for individuals and families, with a recent activity including participation in a retirement-planning event.

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