Summit Financial Services, Inc. is an independent comprehensive financial services firm based in Huntington, Town of, NY. Their team of caring professionals is dedicated to providing personalized financial advice, assisting clients in designing, implementing, and monitoring their investment, insurance, and estate planning programs tailored to their unique needs.
With an emphasis on client education and empowerment, Summit Financial Services aims to help individuals overcome uncertainty, take control of their finances, and confidently pursue their goals. They offer attentive service and creative solutions, explaining the complexities of the financial world in a meaningful and easy-to-understand manner.
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