The Coronavirus Aid, Relief, and Economic Security Act is now law. This historic and sweeping legislation was created to help keep workers paid and employed, allows businesses to remain operational [...]
We wanted to share Summit Financials’ operational plan as it relates to the government’s emergency measures to mitigate the contagion of coronavirus. Planning/ investment reviews will be offered to you [...]
At Summit, we are proud to serve our community and proud of our team members who have actively participated in community outreach and initiatives that help others in need. The [...]
Each year, the top 100 fee-based advisors come together to review client management techniques, prepare for industry changes and share ideas with peers to improve their practices. In this forum [...]
