D.A. Davidson

Established in 1993, Summit Funding Group Inc. provides a variety of lease management services. Located in Cincinnati, Ohio, the firm specializes in serving middle market and large ticket clients in various markets. It offers a number of programs, such as operating/ capital leases, fair market value purchase option, fixed price purchase option, purchase option and deferred/skip payment. Summit Funding Group Inc. serves industries, including health care, retail, legal, manufacturing, construction and transportation, financial services, distribution, technology and software.

At Trusted Advisors Investment Counsel, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or twenty-five years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.