SUMMIT FINL GRP DL-,01 Aktie

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, LLC (“Summit”), a preeminent investment advisory firm with over 40 years of experience providing market-leading technology, financial planning, insurance and wealth management services that help clients achieve their financial goals, today announced that Joseph Spada, CFP® has been named the firm's 2024 Leading Financial Advisor for an unprecedented 27th consecutive year. Spada's consistent recognition as a leading financial advisor reflects.» Mehr auf businesswire.com

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today announced Gateway Advisory (“Gateway”) is the latest firm to join its expanding network. This marks Summit's 21st strategic investment since the start of 2024, reinforcing its status as a premier partner for forward-thinking advisory firms seeking.» Mehr auf businesswire.com

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm, in collaboration with Merchant Investment Management, LLC ("Merchant"), today announced that Genex Consulting ("Genex") has joined its network, marking Summit's first investment of 2025. This collaboration highlights the strength of the Summit-Merchant partnership as they take a stake in Genex, a $700 million wealth management firm. As Summit approaches $20 billion in assets under advisement,.» Mehr auf businesswire.com