Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 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, financial planning, and investment 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 Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF 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. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. 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 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. Merchant Wealth Management Holdings, LLC, an affiliate of Merchant Investment Management, LLC, owns a minority, non-controlling interest in SF.
Company Details
- Employees
- 293
- Founded
- -
- Address
- 4 Campus Drive, Parsippany,nj 07054,united States
- Phone
- 973-285-3600
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- summitfinancial.com
- Keywords
- Parsippany.
- HQ
- Parsippany, NJ
Summit Financial Questions
Summit Financial's helpline number is 973-285-3600
Summit Financial's website is summitfinancial.com
Summit Financial's LinkedIn profile is https://www.linkedin.com/company/summit-financialllc
Summit Financial has
293 employees.
View email and phone details for 293
employees at Summit Financial.
Summit Financial's industry is
Financial Services
Summit Financial's top competitors are
Simon Quick Advisors, Llc,
Merchant,
Conway Wealth,
Summit Financial Group, Inc.,
Blue Owl Capital,
Onepoint Bfg Wealth Partners,
Rockefeller Capital Management,
Wealthspire Advisors,
Fidelity Investments,
Hightower Advisors.
Summit Financial's categories are Financial Services
Summit Financial's founding year is 1982
