Family Wealth Management

Investment Management

Estate and Retirement Planning

Comprehensive Financial Planning

Insurance Risk Management​

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.