Products & Services

At , 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.