Summit Financial

Financial Services · 11 Employees
Phone Number: +1 925-866-7800
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About
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
Year Founded
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Industry
Financial Services
HQ Location
2000 Crow Canyon Place Suite 450 San Ramon, CA 94583, US
Keywords
Financial PlanningExit and Succession PlanningWealth ManagementRetirement Planning401(k) PlansLife InsuranceLong Term Care InsuranceDisability InsuranceDivorce Financial Planning
Location
2
  • 2000 Crow Canyon Place Suite 450 San Ramon, CA 94583, US
  • 2000 Crow Canyon Pl San Ramon, CA 94583, US

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andywarhol@summitadvisors.com
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awarhol@summitadvisors.com
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andy@summitadvisors.com
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warhol@summitadvisors.com
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