Broker Check

PRODUCTS & SERVICES

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Summit Brokerage Services, Inc., its affiliates and Robert S. Engel Investments, LLC do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.