When You Lose a Loved One Who Handles All the Money

August 18, 2021

Share

Facebook
Twitter
Linkedin

Schedule a complimentary consultation

Michael Aloi, Summit Financial, LLC

Disclosure - Form CRS

ADV 2A | Wrap Fee Program Brochure | Privacy Notice | BCP

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.

By clicking on the link, you will enter the web site created, operated and maintained by a third-party. The information and opinions found on this web site (sites) have not been verified by us, nor do we make any representations as to its accuracy and completeness. By linking to this web site, Summit Financial, LLC and affiliates are not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.

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:

NOT FDIC INSURED NOT BANK GUARANTEED

MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL 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.

Powered by Twenty Over Ten