by Summit Financial | Jun 23, 2020 | In The News
Commentary Reports In The News Videos Our CEO Stan Gregor recently told Reuters: “The market is in a position now where it’s priced from an optimistic standpoint and is looking for what’s coming up next.” Read the full article here: Read More at... 
by Summit Financial | Jun 12, 2020 | In The News
Commentary Reports In The News Videos Our CEO Stan Gregor recently told Reuters: “The market is in a position now where it’s priced from an optimistic standpoint and is looking for what’s coming up next.” Read the full article here: Read More at... 
by Summit Financial | May 15, 2020 | In The News
As Summit Financial welcomes Ed Friedman, RIA Biz highlights where he’s been, but more importantly, where he plans to go. Friedman embraces challenge and change as he reflects on the current COVID-19 crisis, stating Summit’s “turnkey” nature will allow the RIA... 
by Summit Financial | Apr 24, 2020 | In The News
We are pleased to announce we’ve hired industry vet Ed Friedman to spearhead business development and growth. Read more about Ed’s background and what he’s bringing to the Summit team in this Citywire... 
by Summit Financial | Mar 27, 2020 | In The News
Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day. For many wealth management professionals,... by Summit Financial | Mar 2, 2020 | In The News
It’s important to protect against cyberthreats during tax-filing season. Our own Steve Pfundstein offered tips to Financial Advisor Magazine for how to spot phishing scams. Steve says: “If an email or call seems suspicious or out of the norm, take a moment to assess... 
