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NEWS & INSIGHTS

Summit Financial Quarterly Newsletters – First Quarter 2021

April 1, 2021

Summit Financial First Quarter 2021 Investment Newsletter

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Summit Financial, LLC, an SEC registered investment advisor firm, established in November 2018 is a wholly owned subsidiary of Summit Financial Holdings and is the successor firm of all the legacy investment advisory and financial planning business of Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983)