Fifth Third Preferred - Trista Allison

Summit Financial Group LLC, based in Brentwood, TN, is a single-location financial firm dedicated to empowering families to save, organize, and prepare to achieve their financial goals. With expertise in investing, retirement planning, estate management, insurance, and tax strategies, the firm provides tailored financial strategies that align with clients' risk tolerances, time horizons, and objectives. Led by President James H. Cole, Summit Financial prides itself on fostering long-term relationships within a supportive, family-oriented environment. Their comprehensive approach to financial services ensures clients receive attentive guidance while navigating the complexities of personal finance. Generated from the website

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead...

I love that the people of the Nashville area are friendly, have a deep sense of community and treat each other like family.