Summit Financial Resources
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.
View Company Info for Free
Who is Summit Financial Resources
Top Competitors of Summit Financial Resources
Summit Financial Resources Org Chart
Summit Financial Resources Company Metrics
Total Funding Amount
Most Recent Funding Amount
Number of Funding Rounds
Jul 18, 2022
See More Acquisitions & Subsidiaries
Summit Financial Resources Tech Stack
Top Companies in United States
Summit Financial Resources News & Media
- Pontera welcomes independent financial services firm Summit Financial to its partner network—providing a secure platform for advisors to comprehensively and transparently manage 401(k), 403(b) and other retirement accounts NEW YORK and PARSIPPANY, N.J., Aug. 23, 2023 /PRNewswire/ --...
- PARSIPPANY, N.J.--(BUSINESS WIRE)-- #Advisors--Summit Financial Holdings (“Summit”), a top firm for values-driven independent and breakaway advisors, is expanding its regional footprint with the launch of Great Lakes Private Wealth (“Great Lakes”). Headquartered in Farmington Hills, Michigan, this newly formed independent practice is led by founder and chief investment officer Daniel P. Murphy, CFP®, who previously spent more than 10 years at Wells Fargo and more than 30 at UBS. Joining Murphy i
- PARSIPPANY, N.J., March 2, 2023 /PRNewswire/ -- One of the preeminent independent financial planning and wealth management firms in the Northeast, Summit Financial announced that Joseph Spada, CFP® was named the firm's 2022 Leading Financial Advisor. The award recognizes Mr. Spada as head...
Allied Healthcare Products, Inc. Amends Credit Agreement and Provides More Information Regarding Nasdaq DelistingAllied Healthcare Products, Inc. (NASDAQ:AHPI) ST. LOUIS, MISSOURI, UNITED STATES, January 31, 2023 /EINPresswire.com/ -- On January 31, 2023, Allied Healthcare Products, Inc. (the “Company”) announced that it had entered into an amendment (the “ …
- Summit Financial appointed Kevin Barry as its new chief investment officer, the Parsippany-based investment adviser announced Sept. 20.
Frequently Asked Questions regarding Summit Financial Resources
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...