AMERITRUST CDC Competitors

Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings 3, LLC is a majority owner of Summit Financial Holdings, LLC.

We are a full-service financial firm based in the Columbus, Ohio area. We offer personalized financial services that create confidence and certainty during all phases of life, utilizing a variety of methods, customized strategies, and financial tools to help you grow and protect your wealth. As a holistic planning firm, we provide services in many areas of financial planning, including retirement planning, Social Security planning, college planning, business financing strategies, and more. We offer personalized solutions that give our clients more control over your financial outlay during your working life, as well as unique methods to grow and protect your wealth for the future, lower your tax burden in retirement, and pay for college while saving for retirement at the same time. All of our partners are Certified Financial Fiduciaries® (CFF), as well as Authorized Bank On Yourself® Advisors. (Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.)

A Chicago based Registered Investment Advisor. Premier Asset Management LLC is a wholly owned subsidiary of First Midwest Bancorp, Inc. (FMBI), a publicly traded regional bank holding company (NASDAQ: FMBI). Our affiliation with FMBI enables Premier Asset Management LLC to focus on managing client portfolios and providing exceptional service. Other tasks are outsourced to specialists at First Midwest Bank. Your account at Premier Asset Management LLC is not FDIC insured. Investments are not deposits or obligations and are not guaranteed by Premier Asset Management or First Midwest Bank. Investments are subject to investment risks, including possible loss of principal.