Finance · New Jersey, United States · 243 Employees
As an independent wealth management firm for almost 40 years, Summit Financial and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With customized, holistic and hands-on advice, we turn life's aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms.Read More
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Popular SearchesSummit Financial Resources IncSummit BankSummit Financial LLCSummit FinancialSummit Financial ResourcesSIC Code 62,621NAICS Code 52,523Show More
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<$5M
Total Funding Amount
<$5M
Most Recent Funding Amount
1
Number of Funding Rounds
Jul 18, 2022
Summit Equities
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Aug 23, 2023
May 2, 2023Mar 2, 2023
Jan 31, 2023Sep 21, 2022As an independent wealth management firm for almost 40 years, Summit Financial and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With... Read More
