Frequently Asked Questions (FAQ) About
Summit Financial Strategies Inc
- Where is Summit Financial Strategies Inc Located
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100 CORPORATE PARKWAY, SUITE 314, AMHERST, NY
- Summit Financial Strategies Inc: Is the firm operating under a legal name?
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The firm is using the following primary business name: Summit Financial Strategies Inc, while the legal name is: SUMMIT FINANCIAL STRATEGIES, INC
- Summit Financial Strategies Inc: How many employees does the firm employ?
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Summit Financial Strategies Inc has 3 employees, of which 2 are employees in advisory roles
- Summit Financial Strategies Inc: How many clients does the firm serve?
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The number of clients served by it is unknown.
- Summit Financial Strategies Inc: What are the top holdings of this firm?
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ISHARES TR CORE S&P500 ETF SCHWAB STRATEGIC TR VANGUARD INDEX FDS SML CP GRW ETF ISHARES TR CORE S&P MCP ETF SCHWAB STRATEGIC TR US MID-CAP ETF SCHWAB STRATEGIC TR ISHARES TR CORE S&P SCP ETF ISHARES SCHWAB STRATEGIC TR US SML CAP ETF Berkshire Hathaway, Inc.
- Summit Financial Strategies Inc: What other investment firms are located in the vicinity?
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Level Financial Advisors Inc ATLANTIC CAPITAL MANAGEMENT INC. Mccollum Christoferson Group LLC The Money MEN Inc Nottingham Advisors Inc Bryant Woods Investment Advisors LLC Mollot & Hardy Inc Arbor Capital Management Corp