Benefits

Employees can benefit from the following discounted and free product offerings. Contact a Summit Perks account representative today for more information.

Mortgages

Whether you are purchasing a primary residence or investment property, or looking to refinance your current mortgage, you are eligible for a reduction in closing costs from a top notch lender.

Realtor Credit

Get aid from a realtor to put toward the closing costs of a new primary or investment property.

Family Estate Planning

Discounted attorney fees to prepare wills, trusts, estates, and powers of attorney.

Credit Counsel

Employees receive free credit counseling from an experienced financial professional.

CPA Services

Reduced fees on personal tax preparation and planning.

Financial Planning

Individualized advice on budgeting, cash flow, and long term investment strategy.