Second Saturday workshops involve many non-affiliated presenters and speakers dependent on the agenda of topics. Summit Financial Group, nor Raymond James Financial Services are associated with these outside speakers. 

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. 

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2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.