by Summit Financial | Mar 27, 2020 | In The News
Commentary Reports In The News Videos 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... 
by Summit Financial | Jan 14, 2020 | In The News
Commentary Reports In The News Videos Stan Gregor is the CEO of Summit Financial, LLC., in Parsippany, N.J., with over 30 years of experience helping clients achieve their financial goals. Under his leadership, the firm has implemented SummitVantage – an... 
by Summit Financial | Jan 9, 2020 | In The News
Commentary Reports In The News Videos COMMISSION FEES CAN take a large bite out of investment returns when buying and selling individual stocks, funds and other investment products. Traditionally, these fees ranged from $1 to as much as $50. Fortunately, more online... 
by Summit Financial | Jan 2, 2020 | In The News
Commentary Reports In The News Videos We look back at some of the most significant RIA mergers, acquisitions and breakaways of the last year. Read More at... by Summit Financial | Dec 2, 2019 | In The News
Commentary Reports In The News Videos From changing brackets and penalties to increased estate-tax thresholds, next year will see tax changes for wealthy clients. Several federal scenarios could impact wealthy individuals both positively and negatively, according to... by Summit Financial | Oct 17, 2019 | In The News
Commentary Reports In The News Videos The $3.3 billion RIA has made three key hires to bolster SummitVantage, a new platform offering advisors access to a number of integrated technologies. Summit Financial has made three senior hires to help build out its advisor... 
