Larry Bell, MBA, CFP®
Private Wealth Advisor
With over 2 decades of experience as a Financial Advisor, Larry and his team of experts follow a collaborative approach to wealth management, putting their clients personal and professional goals at the forefront.
Investment advisory and financial planning services offered through Summit Financial, LLC an SEC Registered Investment Adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC , Headquartered at 18 Corporate Wood Blvd., Albany, NY 12211 ("PKS"). PKS and Summit Financial, LLC are not affiliated companies.
SummitFinancial.com
Tel. 973-285-3600. Fax. 973-285-3666.
SummitFinancial.com
Tel. 973-285-3600. Fax. 973-285-3666.