Summit Planning Group
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
6674 Hammersmith Dr, East Syracuse, New ...Phone Number
(315) 425-0344Website
www.summitplan.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Summit Planning Group
Summit Planning Group, established in 1986, specializes in comprehensive wealth management services tailored for retirees and pre-retirees. Their offerings include retirement planning, estate planning, insurance reviews, and long-term care planning, all designed to adapt to changing economic conditions. The firm emphasizes a disciplined yet flexible investment approach, ensuring that clients' portfolios are aligned with both their personal goals and the broader financial landscape. With over 35 years of experience, their team of registered investment advisors is dedicated to guiding clients toward a successful and comfortable retirement.Explore more
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Summit Planning Group, established in 1986, specializes in comprehensive wealth management services tailored for retirees and pre-retirees. Their offerings include retirement planning, estate planning, insurance reviews, and long-term care planning, all designed to adapt to changing economic conditions. The firm emphasizes a disciplined yet flexibl... Read More
