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Investment Insights

Summit Financial Quarterly Newsletters – Fourth Quarter 2020

November 1, 2020

Summit Financial Fourth Quarter 2020 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)