Summit Financial Management, LLC
Summit Financial Management, LLC
5 Commerce Drive
Shelton, CT 06484
5 Commerce Drive
Shelton, CT 06484
Categories: Accountants, Financial Advisors, Misc. Personal Services, Pension And Retirement Plan Consultants, Tax Preparation
Securities offered by LPL Financial, Member FINRA/SIPC
Our services include, but are not limited to:
•Managed asset plans - for professional fee-based portfolio management
•Retirement planning - to design an investment strategy to help you meet all your retirement goals
•Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed.
•College planning - long-term planning to ensure you're ready when your children are.
•Mutual Funds - for diversification and professional management
•Strategic Asset Management (SAM) - providing you with fee-based asset management through Linsco/Private Ledger. Access to more than 3,500 mutual funds, as well as individual stocks and bonds.
•Variable and fixed annuities - for tax-deferred growth potential
•Life insurance - providing financial protection for your loved ones.
Our services include, but are not limited to:
•Managed asset plans - for professional fee-based portfolio management
•Retirement planning - to design an investment strategy to help you meet all your retirement goals
•Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed.
•College planning - long-term planning to ensure you're ready when your children are.
•Mutual Funds - for diversification and professional management
•Strategic Asset Management (SAM) - providing you with fee-based asset management through Linsco/Private Ledger. Access to more than 3,500 mutual funds, as well as individual stocks and bonds.
•Variable and fixed annuities - for tax-deferred growth potential
•Life insurance - providing financial protection for your loved ones.
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Interview Q&A
How long have you been in business?
Our firm has been providing financial services to individuals and businesses in Shelton and the surrounding area since 1994. We have more than 11 years of combined investment experience.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Keith Somers, owner, actually began his financial career by cleaning the offices of the financial management company American Skandia. At the time he was the manager of a small company called Corporate Cleaning and through this job, he was able to talk to people in the offices and made such an impression that he was eventually hired as an intern at the young age of 19. Working as an intern allowed him to still attend school to further his knowledge in the field. He was eventually hired as a full time employee and continued on to get a degree in business finance from Albertus Magnus. Keith left American Skandia in 1995 for People's Security, a subsidiary of People's bank. There he was the assistant to two financial advisors working the areas of Stratford and Fairfield. Working his way up, in 1997, Keith moved on to Raymond James as an Independent Advisor. Through his career advancement he helped establish a small office that manages close to 2 million in assets and assisted in managing the town pension for the police and fire departments. Finally, in 2001 Keith decided it was time to venture out on his own and opened Summit Financial Management. His current clients trust him with about 55 million in assets held in over 400 individual and small business accounts.
Who owns your company or runs daily operations?
The owner of Summit Financial Management is, Keith W. Somers. He can be contacted via e-mail at, Keith.Somers@lpl.com
What are your hours of operation?
Summit Financial is open Monday-Friday 8:30 AM-5:00 PM.
Our firm has been providing financial services to individuals and businesses in Shelton and the surrounding area since 1994. We have more than 11 years of combined investment experience.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Keith Somers, owner, actually began his financial career by cleaning the offices of the financial management company American Skandia. At the time he was the manager of a small company called Corporate Cleaning and through this job, he was able to talk to people in the offices and made such an impression that he was eventually hired as an intern at the young age of 19. Working as an intern allowed him to still attend school to further his knowledge in the field. He was eventually hired as a full time employee and continued on to get a degree in business finance from Albertus Magnus. Keith left American Skandia in 1995 for People's Security, a subsidiary of People's bank. There he was the assistant to two financial advisors working the areas of Stratford and Fairfield. Working his way up, in 1997, Keith moved on to Raymond James as an Independent Advisor. Through his career advancement he helped establish a small office that manages close to 2 million in assets and assisted in managing the town pension for the police and fire departments. Finally, in 2001 Keith decided it was time to venture out on his own and opened Summit Financial Management. His current clients trust him with about 55 million in assets held in over 400 individual and small business accounts.
Who owns your company or runs daily operations?
The owner of Summit Financial Management is, Keith W. Somers. He can be contacted via e-mail at, Keith.Somers@lpl.com
What are your hours of operation?
Summit Financial is open Monday-Friday 8:30 AM-5:00 PM.
Contact Summit Financial Management, LLC:
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