(781) 281-2287

Think About It.

Let’s Lay a Solid Foundation for Your Future

1
2
3

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Your Needs. 

Our Goals.

Welcome to Summit Financial Partners

At Summit Financial Partners, we believe that conservative asset management, asset allocation, and patience can help our clients achieve their financial goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with information, services, and products to help you reach your goals.

Learn More

Hello There.

Meet Our Team

Get Ahead.

Check Out Our informative videos

Arthur Clark

Arthur Clark

Mortgage Specialist

Edward Rossi

Edward Rossi

Associate Advisor

Gerry Griffin

Gerry Griffin

Estate Planning Attorney

Marie Chiofolo

Marie Chiofolo

Office Manager

Patricia Skinner

Patricia Skinner

Partner

Ryan Skinner

Ryan Skinner

President

Susan Koerber

Susan Koerber

Case Manager

Walter Kovil

Walter Kovil

Accountant

Have a Question?

Thank you! Oops!

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

As Featured In: