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Henry B. Summer and Company Inc.


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

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues 
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services offered by Henry Summer and Buffy Summer through their affiliation with HD Vest Investment ServicesSM, Member SIPC, and HD Vest Advisory ServicesSM.

 
Henry’s father, C. Walter Summer, started the company in 1954. When he died in 1973, Henry took over the company. Henry earned a BS degree from Newberry College in Accounting and a JD degree from the University of South Carolina in...

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Buffy is Henry's daughter and has worked at Henry B. Summer and Company since 2004 after relocating home to Newberry. She graduated in 2001 from the University of South Carolina with a BS degree in Geography. She decided in 2004 to...

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Ernest has worked for Henry B. Summer and company since 2015. In his current capacity, he performs bookkeeping, payroll, sales tax, and personal income tax returns. He graduated from Clemson University with a B.S. and an M.S. in...

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Debi joined Henry B. Summer and Company in October of 2016. She has over 30 years of experience in various areas of accounting and office management. In her current role, Debi performs bookkeeping and payroll duties.

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Marilyn joined Henry B. Summer and Company in June of 2016 after over thirty years in the insurance business.  She is our receptionist and also assists with legal document preparation, payroll services, and investment paperwork.

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