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Commentary Reports In The News Videos 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 platform to keep prospering. The search for teams, talent, companies and innovation will continue onward as the new Director of Business Development and Growth takes on this role. Read More at RIA Biz
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Commentary Reports In The News Videos 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 article: https://citywireusa.com/registered-investment-advisor/news/exclusive-ex-dynasty-exec-ed-friedman-joins-new-jersey-ria/a1349946 Read More at CityWire
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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 many wealth management professionals, working from home has gone from one option for connecting with clients and partners to the option, as the novel coronavirus pandemic has caused closures, cancelations and postponements across
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Commentary Reports In The News Videos 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 the situation.” Read the full article with additional insight here: https://www.fa-mag.com/news/how-advisors-can-guard-against-data–identity-theft-this-tax-season-54385.html?section=   Read Full Article
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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 innovative technology solution for financial advisors to grow their businesses and provide value-added services to clients amid an increasingly competitive landscape. What does your firm do/offer within the fintech sector? Summit Financial has invested significant
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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 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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