Business Details
Your Trusted Financial Partner in Melville, NY
Summit Financial Service is an independent comprehensive financial services firm dedicated to providing personalized financial advice. Our team of caring professionals specializes in designing, implementing, and monitoring investment, insurance, and estate planning programs tailored to each client's unique financial and emotional needs. With a focus on client education and empowerment, we help individuals navigate the complexities of financial planning through clear, meaningful explanations. Our mission centers on helping clients overcome uncertainty, take control of their finances, and confidently pursue long-term goals.We emphasize flexibility in investment strategies, considering diverse options like institutional portfolio management, mutual funds, and annuities. Our approach prioritizes evolving client relationships, adjusting portfolios as financial situations change. Backed by decades of combined experience, we maintain a commitment to sound, consistent advice while leveraging robust reporting systems and modern client portals for transparent account management.
Services
Investment Advisory
Estate Planning
Tax Services
Retirement Planning
Education Funding
Highlights and features
- We offer personalized investment strategies tailored to individual financial needs
- Our team includes CFP and CPA-certified professionals with decades of experience
- We provide comprehensive financial education to empower client decision-making
- We maintain flexible investment approaches considering diverse portfolio options
- We offer integrated access to modern account management systems and reporting tools
Associations and certifications
- LPL Financial
- FINRA
- SIPC
What people say
Personalized investment strategies
Knowledgeable professionals
Clear explanations
Responsive service
Comprehensive planning
Services
Investment Advisory
Our investment advisory services create customized strategies aligned with individual financial goals. We analyze market trends and risk tolerance to develop diversified portfolios combining mutual funds, annuities, and direct investments. Clients receive ongoing monitoring and adjustments to maintain alignment with evolving objectives.
Estate Planning
Comprehensive estate planning ensures your assets are distributed according to your wishes while minimizing tax implications. We help establish trusts, wills, and power of attorney arrangements to protect your legacy and provide peace of mind for future generations.
Tax Services
Our tax services focus on strategic planning to optimize tax efficiency across investment decisions and estate transfers. We coordinate with accounting professionals to implement solutions that reduce liabilities while maintaining compliance with evolving tax regulations.
Retirement Planning
We develop retirement plans that balance current financial needs with long-term security. Our approach considers pension options, 401(k) rollovers, and tax-deferred investments to create sustainable income streams for post-career life.
Education Funding
Our education funding solutions help families prepare for educational expenses through 529 plans, custodial accounts, and strategic investment vehicles. We balance growth potential with risk management to ensure funds are available when needed most.
People
John Hannah
President
Certified Financial Planner and CPA/PFS professional with extensive experience in comprehensive financial planning. Specializes in creating customized investment strategies and wealth management solutions for high-net-worth individuals.
Justin Skidmore
Associate Director of Financial Planning
Chartered Financial Consultant with expertise in retirement planning and estate preservation strategies. Focuses on helping clients navigate complex financial decisions through personalized guidance and education.
Nancy Sidor
Manager of Client Services
Experienced client services professional overseeing account management and client relations. Ensures seamless implementation of financial plans and maintains open communication channels between clients and advisors.
Patricia Reilly
Client Services Specialist
Supports client needs through detailed account administration and documentation management. Provides technical assistance and coordinates with financial advisors to ensure timely execution of client requests.
Questions
What financial planning services do you offer?
We provide investment advisory, estate planning, tax strategy, retirement planning, and education funding solutions tailored to individual client needs.
How do you personalize financial plans?
We conduct detailed consultations to understand your unique goals, risk tolerance, and financial situation before creating customized strategies.
What account access options are available?
Clients can access accounts through our Albridge Solutions system for detailed reporting or LPL Financial Account View for simplified balance tracking.
How are investment decisions made?
We analyze market conditions and client objectives to recommend diversified portfolios combining mutual funds, annuities, and direct investments.
What credentials do your advisors hold?
Our team includes Certified Financial Planners, Chartered Financial Consultants, and CPA/PFS professionals with extensive industry experience.
How often are financial plans reviewed?
We recommend annual reviews and provide ongoing portfolio monitoring with adjustments made as market conditions or client circumstances change.
