Founded in 1982, Summit Financial Planners, Inc. is an independent, fee-only financial planning and wealth management firm based in East Syracuse, New York. As a Registered Investment Adviser (RIA), the company operates under a fiduciary standard, legally obligated to act in the best interests of its clients. Its services are designed to help individuals and families with financial planning, investment management, retirement planning, and estate planning, focusing on creating customized strategies to meet long-term financial goals.

Founded in

Canada