Products & Services
We provide assistance in the following areas:
Investments
Bonds
Common Stock
Coverdell ESA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Fixed Annuities
529 Plans
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Disability Income Insurance
Life Insurance
Long Term Care Insurance
Tax Planning
Individual Tax Preparation and Planning
State Tax Return Preparation
Representation Before the IRS
Relocation Tax Issues
IRS and State Tax Audits
Relocation Tax Issues
Summit Brokerage Services, Inc., its affiliates and McAtee Financial Centre do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.