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.
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