Company Information

Get to know Summit Planning Group

Founded in 1996, Summit Planning Group is an independent wealth management firm based in Parsippany, New Jersey. The firm's mission is to provide objective, customized financial guidance to help clients achieve their life goals. They offer a wide range of services, including investment management, retirement planning, estate planning, risk management, and insurance solutions. As an independent firm, they emphasize their ability to offer unbiased advice and a broad array of non-proprietary products. The firm is affiliated with Kestra Investment Services, LLC and Kestra Advisory Services, LLC, which provides them with back-office support, technology, and regulatory oversight while they maintain their operational independence.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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Summit Planning Group

United States

Founded in

1986 (40 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.