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Summit Financial Group, LLC
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
San Ramon, California, US
Private
$39.4M Revenue
http://www.summitadvisors.com
56 Employees
All at the same table. All on your side. At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management. We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs. As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together. Let us help you worry-free planning for a secure tomorrow with services including: - Wealth Management - Trust Management - Corporate Trusts - Company Retirement Plans - Wealth Collaboration - Institutional Investing Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Mansfield, Ohio, US
Private
$5M Revenue
http://www.pinnacleadvisors.com
38 Employees
Alliance Strategies
Alliance Strategies is the umbrella entity that serves strategically and tactically the Alliance Abroad global footprint as well as the – GeoVisions – Sociedad Mexicana de Gastronomía – YoWork – and –The Work Nomads– subsidiary brands. For over 30 years, we have been a leading facilitator of global cultural exchange programs. From our five offices strategically located in Australia, Mexico, Spain, South Africa, and the United States, and our extensive network of recruiting partners worldwide, we have successfully facilitated meaningful cultural exchange experiences and career development opportunities to hundreds of thousands of international participants from over 55 countries. Our extensive portfolio of programs provides young people the opportunity to experience a destination and gain in-depth and authentic exposure to its culture, people, and professional environments.
Galway, IE
Private
http://www.alliancestrategies.com
23 Employees
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