Our Qualifications

Sumner Financial Group has been working with individuals, families and businesses in the area for the past 38 years.

Each of our advisors has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to offer a variety of investment and insurance products to fit the needs of clients.

We are dedicated to developing long-lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits working with us is our ability to provide clear, easily understood explanations of financial products, services and concepts. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you achieve financial success.