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Financial Services in Duluth and Norcross, GA

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Summitt Insurance Agency is committed to helping you realize your fiscal goals.

At Summitt Insurance Agency, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Summitt Insurance Agency, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Summitt Insurance Agency.

We are proud to provide fiscal planning services for clients near Duluth, Norcross, Lilburn, Lawrenceville, Suwanee, and Johns Creek.

Our Financial Services in Duluth and Norcross, GA Coverage Options Include:

Our Location

Summitt Insurance Agency

2131 Pleasant Hill Road, Suite 144
Duluth, GA 30096
Main office: 770-448-9331

Our Providers

Testimonials

Whether it's answering a coverage question, periodically shopping the market for the most competitive terms from highly rated carriers or assisting in a claim, you've always taken the time to do the job right.
Frank & Cathy, Marietta GA
...My agent Mary has been very helpful. I always felt she was my advocate and looking out for my best interests.
Jim, Ball Ground, GA
It is always pleasure talking to someone professional on the other end of the line and getting things done right the first time.
Paul, Atlanta, GA
The friendly staff is always a delight to talk with and has always gone beyond expectations to solve any issues with coverage or claims.
Daryl, Alpharetta, GA
You have helped me in my auto and home insurance so much and have taken good care of me.
Frances, Lawrenceville, GA