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Summit Brokerage Services, Inc.

1150 Crater Lake Ave, Suite A
Medford, OR 97504
Phone:
  • 541-779-0800
Fax:
  • 541-779-0814

Cheryl D. Dyer, CFP® and Bruce J. Garetto, CFP®

Welcome to our Web site, where you'll find a wealth of information in the form of newsletters, calculators, market information and links to other useful sites. 

                     

Our goal is to help you pursue financial security. To accomplish this, we assess your unique circumstances, determine your goals and formulate a personalized plan to help you pursue your financial dreams.  We are proficient in all areas of personal financial planning, including:

  • Investment Management
  • Retirement Planning and Cash Flow Design
  • Insurance Solutions
  • Estate Planning and Settlement
  • Tax Planning
  • Education Savings                     

We look forward to partnering with you to assist you with all of your financial planning needs!  

Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow

Wealth Preservation: Planning to Leave a Legacy

Time to Get Tax-Savvy: Managing Your Tax Burden

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck