SUMMIT FINL GRP DL-,01 Aktie

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering financial advisors to optimize business growth and deliver sophisticated family office services, announced an investment in Parsons Broach Financial Services (“Parsons Broach”) to further accelerate its growth momentum. Summit made the strategic investment through its innovative partnership model, Summit Growth Partners. Since early 2024, Summit has invested in 26 firms led by growth.» Mehr auf businesswire.com

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