Frazier Insurance Agency

About Summit Investment Planning Our firm is affiliated with LPL Financial, the largest independent broker-dealer in the United States. That means we have access to the industry’s largest independent research teams and their full-suite of educational resources to help you make informed decisions for your future. As a trusted guide, our clients can be confident that we take pride in building relationships based on mutual trust. We take the time to listen and learn everything there is to know about a client’s financial life, as well as their wants, needs and priorities.

We are a Full Service Tax Accounting Firm which includes everything from the preparationof your yearly personal tax returns to something as complicated as Estate & Trust Tax Preparation and Probate Filings. Also another specialty of ours is Audits for Non-Profit and For Profit Organizations.