Summit Financial Resources, Inc. is an investment adviser based out of Parsippany, New Jersey.  The Summit Financial Resources, Inc. website is limited to the dissemination of general information pertaining to its investment advisory and financial planning services.  Individualized advice is provided pursuant to written agreements with Summit’s clients.  The Principals and Financial Planners of Summit Financial Resources, Inc. are also registered with Summit Equities, Inc., an affiliated broker dealer, Member FINRA/SIPC.

The Summit financial planning team includes persons who are admitted attorneys and/or CPAs but they act exclusively in a non-representative capacity.  Neither they nor Summit provide tax or legal advice to clients.  Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local taxes.

Investing in capital markets involves substantial risk and you could lose money. Individual investments, investment services, or strategies may not be suitable or appropriate for every investor or every situation.  While past performance may be analyzed, past performance should not be considered indicative of future performance. You should be aware that investments can fluctuate in price, value and/or income.

Please note that recommendations will be implemented through Summit Financial Resources, Inc.’s affiliates, Summit Equities, Inc., Member FINRA/SIPC  and/or Summit Risk Management.


 Social Media Privacy Disclosure & Governance for Customers

Summit Equities, Inc. is not affiliated with Twitter and has no control over how it uses the info you share. If you participate with @ SummitFinancial, be familiar with Twitter’s privacy policy, know how settings work, and be aware of how user information can be displayed/used. Never communicate any personal or account information using Twitter. For information about how Summit Financial Resources, Inc. and Summit Equities, Inc. and its affiliates may use information you provide, please see our Privacy Policy on SummitEquities.com. Whenever @SummitFinancial follows another user, retweets or links to third-party content, this information is intended to provide additional perspective and shouldn’t be construed as an endorsement of any kind. Any opinions or statements by third parties on this page are their own and may not be representative of the experience of others or indicative of future performance or success. Content posted on this page should not be considered a recommendation or personalized investment advice. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Past performance is no guarantee of future results. Summit Equities, Inc. provides a full range of securities brokerage, money management, and financial advisory services @Summit Financial is the twitter handle for Summit Financial Resources, Inc. an affiliate of Summit Equities, Inc. Member FINRA/SIPC.