Summit Financial

www.summitfinancial.com

Summit Financial, LLC is a preeminent independent investment advisory firm proud to continue our 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, holistic financial planning, and comprehensive solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Financial LLC ("SF"), Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author, not attributed to SF. SF is not affiliated with LinkedIn, Inc. Any non-Summit URLs, links or external websites mentioned are unaffiliated with Summit Financial, LLC. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on the 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations.

Read more

Reach decision makers at Summit Financial

Lusha Magic

Free credit every month!

Summit Financial, LLC is a preeminent independent investment advisory firm proud to continue our 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, holistic financial planning, and comprehensive solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Financial LLC ("SF"), Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author, not attributed to SF. SF is not affiliated with LinkedIn, Inc. Any non-Summit URLs, links or external websites mentioned are unaffiliated with Summit Financial, LLC. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on the 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations.

Read more
icon

Country

icon

State

New Jersey

icon

City (Headquarters)

Parsippany

icon

Founded

1982

icon

Estimated Revenue

$10,000,000 to $50,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Operations Manager for Sal Salvo

    Email ****** @****.com
    Phone (***) ****-****
  • Principal

    Email ****** @****.com
    Phone (***) ****-****
  • Assoicate Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Marketing Coordinator

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(32)

Reach decision makers at Summit Financial

Free credits every month!

My account

Summit Financial FAQ

Sign up now to uncover all the contact details