Summit Brokerage Services, Inc.

CONNECT

Address:

1150 Crater Lake Ave, Suite A
Medford, OR 97504

Phone:

541-779-0800

Fax/Other:

541-779-0814

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • Financial Planning: Helping You See the Big Picture

    Financial Planning: Helping You See the Big Picture

    Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

  • Stocks and Stock Mutual Funds 101

    Stocks and Stock Mutual Funds 101

    Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

  • Tax Reform: Changes for Individuals

    Tax Reform: Changes for Individuals

    In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.

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