Branch Address: 300 Harvest Ridge Rd. Stratford, CT 06614
Summit Financial, LLC. is a SEC Registered Investment Adviser ("Summit"), headquartered at 4 Campus Drive, Parsippany, NJ 07054, Tel. 973-285-3600. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC.
Summit is an investment adviser and offers asset management and financial planning services. Indices are unmanaged and cannot be invested into directly. Data in this report is obtained from sources which we, and our suppliers, believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. The Standard & Poor's 500 Index (S&P 500) is an unmanaged group of securities considered to be representative of the stock market; the MSCI EAFE Index (Europe, Australasia, Far East) is a free float-adjusted market capitalization index designed to measure the equity market performance of developed markets, excluding the U.S. and Canada; the Bloomberg Barclays U.S. Aggregate Bond Index is a market capitalization-weighted index comprising Treasury securities, Government agency bonds, mortgage backed bonds, corporate bonds, and some foreign bonds traded in the U.S.; The Russell 2000 Index is a market-cap weighted index comprised of the smallest 2,000 companies within the Russell 3000 Index. Consult your financial professional before making any investment decision.
Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against a loss. The views and opinions expressed in this post are solely those of the author and do not represent those of, nor should they be attributed to Summit Financial LLC. Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Securities offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Summit Financial, LLC. ("Summit"), are not affiliated companies. Investments through PKS and Summit are:
NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL AND NOT INSURED BY ANY STATE OR FEDERAL AGENCY
Summit only transacts business in states where it is properly registered or notice-filed, or excluded or exempted from registration requirements. Follow-up and responses that involve the rendering of personalized investment advice and financial planning for compensation will not be made without state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion. To learn more about the differences between brokerage and advisory services contact your Wealth Manager or go to https://summitfinancial.com/Important-Client-Information.pdf.
The Summit financial planning design team includes admitted attorneys and/or CPAs who act exclusively in a non-representative capacity with respect to Summit’s clients. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.
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Mr. Aloi offers educational seminars and webinars as part of an Outside Business Activity (OBA) that is not affiliated with Summit Financial LLC (“Summit”). During these seminars, Mr. Aloi is not acting in the capacity of a Financial Advisor for Summit. The views and opinions expressed by Mr. Aloi are his and do not represent nor should they be attributed to Summit Financial LLC. Summit does not expressly or implicitly adopt or endorse any of the expressions, opinions, products, services, advertisements, or content presented or posted by Mr. Aloi in connection with these seminars or webinars. Summit does not share in any compensation Mr. Aloi receives for these seminars. This Outside Business Activity creates a potential conflict of interest since it is investment-related.