SUMMIT ADVISORY GROUP

Summit Advisory Group is an independent financial services firm serving clients throughout the greater New York and New Jersey area. Since 1991, we have developed our business by maintaining close, trusting relationships with each of our clients... Summit Advisory Group's mission is to help our clients achieve financial independence and have an enjoyable retirement. As an independent financial services firm, we are dedicated to personalized service with uncompromising integrity. Our focus is on comprehensive, tax-advantaged plans that provide sound preservation of capital, growing income and increased returns with reduced risk... We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Primary location: Montvale United States