Broker Check

Henry B. Summer and Company Inc.

1508 Lindsay St.
Newberry, SC 29108
(803) 276-4246

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Advisory Services* (view brochures: Vest Advisor Plan Overview  and Navigating a Course)
  • Personal Income Tax Preparation
  • Corporate Income Tax Preparation
  • Partnership and Fiduciary Tax Preparation
  • Business Entity Selection and Incorporation
  • Income Tax Planning
  • Estate Planning
  • Investment management*
  • Retirement strategies*
  • Estate conservation
  • Insurance and annuity products*
  • Full payroll and bookkeeping services
  • Wills and Deeds
  • Probating Estates

View our Menu of Services.

*These services are offered by Henry and Buffy through their affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.