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Published September 1, 2017 at 310 × 222 in Insurance-and-Annuities-cta.
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(315) 234-8155
(315) 234-5188
[email protected]
443 N Franklin St, Syracuse, NY 13204

Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”) an SEC Registered Investment Advisor doing business as Everest Consultants, LLC.

The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Neither Summit nor Everest Consultants recommends, endorses or favors any of the vendors or business professionals listed on this website. Any such information is for informational purposes only. Any potential consumer of such vendor or business professional is expected to conduct their own due diligence and assessment on the products or services to be provided. The content in this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice.

The attached materials, URLs, or referenced external websites are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found within have not been verified by Summit, nor do we make any representations as to their accuracy and completeness. Summit, and affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully.

Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against loss.

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