The Summit Group NY

At The Summit Group, we understand that every client’s journey is unique. With a commitment to clarity, confidence, and personalized service, our team of experienced financial professionals offers thoughtful strategies tailored to your goals. Backed by extensive knowledge, credentials, and resources, we are here to help you navigate life’s complexities and reach your financial summit. In 2011, our senior partners came together with a shared vision: to pool their collective experience, elevate the quality of services offered to clients, and create a firm built on education and collaboration. This approach allowed each of us to focus on our individual strengths while sharing knowledge and resources to deepen the experience we provide to our clients. At The Summit Group, we continue to build on this legacy of collaboration, experience, and service, helping our clients achieve clarity, confidence, and success in every step of their financial journey. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. The Summit Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 7541761.1(2/25)(Exp.2/29)