Broker Check

Products & Services

We provide assistance in the following areas:



Common Stock

Coverdell ESA

Brokerage Accounts

Traditional IRA

Roth 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


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.