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Summit offers a unique culture and is truly a firm that values you and your family.
Growing our advisors’ businesses has always been the foundation of Summit’s mission.
After hundreds of transitions, we know how to make it a business-building activity.
All independent organizations provide similar payouts and investment products. The real difference is the firm’s culture, especially as it pertains to the level and quality of service provided to the firm’s advisors. At Summit, we recognize that servicing your clients is the most important thing you do, and servicing you is the most important thing we do.
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“Summit offers the personal touch of an exclusive boutique organization, coupled with the resources and services of the largest firms in the industry.”