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Michael Aloi, CFP

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4 Savvy Tax Moves High-Net-Worth Execs Should Consider

November 29, 2021 Executive

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Michael Aloi, Summit Financial, LLC

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*The use of ZURICH, CHUBB, AIG, MARSH, ALLIANZ, and EVEREST RE's names are neither a testimonial nor endorsement of Michael Aloi by any of these firms or any current or former employee of these firms.

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Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State St., Albany, NY 12207 ("PKS"). PKS and Summit Financial, LLC. ("Summit"), are not affiliated companies. Investments through PKS and Summit are:

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