Summit Financial Group LLC
Office phone +1 925-866-****
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Homepage http://www.summitadvisors.com
LinkedIn Profile https://linkedin.com/company/summi***ial-grou***
HQ Location
United States , California, San Ramon2000 Crow Canyon Pl #450, San Ramon, CA 94583
A comprehensive financial planning and wealth management firm providing insight and solutions that assist clients with their financial independence. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions in order to educate clients so they understand their financial picture and recommended action steps, then implement solutions that match their priorities and resources.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Certain individuals associated with Summit Financial Group, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer onl
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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