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Summit Financial
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.
Parsippany, New Jersey, US
Private
$71.8M Revenue
http://www.summitfinancial.com
295 Employees
Integrity Financial Group DC
We focus on providing advice to help individuals and business clients meet their financial goals. As a fiduciary, Integrity Financial Group, LLC (IFG) strives to monitor, develop, and present cutting-edge recommendations in your best interest. We always use the highest quality advisory practices and ethical standards. Our products and services shall be fairly and competitively priced. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Integrity Financial Group, LLC and LPL Financial are separate entities. Address: 9210 Corporate Boulevard, Suite 210, Rockville, MD 20850 Office: (240) 243-0613 Direct: (301) 785-7100 Text Only: (202) 918-3850 Website: www.integrityfinancial.com
Rockville, Maryland, US
Private
$8M Revenue
https://www.integrityfinancial.com/
6 Employees
Blue Oak Financial Inc
Blue Oak Financial Inc is a financial services company based out of Carson City, Nevada, United States.
Libertyville, Illinois, US
Private
$200K Revenue
http://www.blueoakfinancial.com/
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