David Fischbach Cfp Email & Phone Number

We work each day to enhance the quality of our clients' lives by proactively overseeing their wealth to help them achieve their long-term goals and dreams. Through unmatched service and guidance, we simplify their financial affairs allowing them the time to focus on those areas that give their lives meaning and purpose.Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit Financial, LLC are not affiliated companies. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit Financial LLC. Neither the Advisor or Summit Financial LLC are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit Financial, LLC, or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.

Listed skills include Investments, Series 7, Financial Modeling, Hedge Funds, and 8 others.