Although several Summit representatives are admitted attorneys and/or CPAs, they act exclusively in a non-representative capacity. Neither they or Summit provide tax or legal advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purposes of avoiding U.S. federal, state or local taxes. Any references made to awards/professional associations are not an endorsement by any third party to invest with Summit Financial and are not indicative of future performance. Clients should not rely on these for any purpose and should conduct their own review prior to investing.
Investing in capital markets involves substantial risk and you could lose money. Individual investments, investment services, or strategies may not be suitable or appropriate for every client or every situation. While past performance may be analyzed, past performance should not be considered indicative of future performance. You should be aware that investments can fluctuate in price, value and/or income.
Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser.
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Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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