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Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”
BDO Canada has spent more than 90 years providing assurance, accounting, tax, and advisory services to a broad range of clients across the country. And as a member firm of the international BDO network, we leverage access to resources and advisors in more than 150 countries around the world. Founded in 1921, we have grown from a single office in Winnipeg to more than 3,000 partners and professionals in over 100 offices across Canada. Yet our strengths remain firmly rooted in the communities we serve. At BDO, we aim to create a collaborative working environment that makes it possible for our professionals and clients to achieve their goals. We always begin at the local, individual level, delivering highly personalized guidance, industry-specific knowledge, and unparalleled service to exceed the expectations of every client – public or private, big or small. Our team specializes in working with organizations in the following industries and their subsectors: • Aboriginal Organizations • Agriculture • Financial Services • Manufacturing • Natural Resources • Not-for-Profit & Education • Private Equity • Public Sector • Real Estate & Construction • Retail & Consumer Business • Technology & Life Sciences BDO by the numbers National Headquarters: Toronto Canada Revenue: $609.5 million Canada Partners: 472 Canada Staff: 3,600 Canada Offices: 125+ Founded: 1921 Founder: Colonel James M. Dunwoody Canadian details current as of December 31, 2017. Global Rank: #5 Global Offices: 1,500 Countries: 162 Global Employees: 73,854 Global Revenue: U.S. $8.1 Billion Global details current as of September 30, 2017.
Chartered in Connecticut in 1868, Torrington Savings Bank is one of the longest established banks in Connecticut with $795 million in assets. As a mutual savings bank, TSB is conservatively guided, strongly capitalized, safe and secure; and managed according to the best interests of its local communities. Torrington Savings Bank's mutual status allows it to provide attractive rates to its customers. Headquartered in Torrington, CT where it has three offices, the bank has additional offices in Burlington, Goshen, Falls Village, and New Hartford, CT.
Shapiro is a Warren, NJ-based company in the Financial Services sector.
Hudson Servicing Solutions is a New York, NY-based company in the Financial Services sector.