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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.”
Pittsford Federal Credit Union is a Mendon, NY-based company in the Financial Services sector.
Fulcrum Capital Partners specializes in the design and implementation of retirement plans, executive benefits and exit planning for closely held businesses.
We`re just what you`d expect in a financial institution and more than you ever imagined. For more than 65 years, we`ve focused our attention on providing members with the best financial solutions possible. With more than 50,000 members, Santa Clara County Federal Credit Union—more commonly known as County Federal—remains steadfast in our commitment to county, city and school employees and the affiliated organizations that support them. We provide this family of organizations with exceptional service based on a philosophy we call the County Federal Experience. It revolves around our innovative products and solutions, coupled with our empathetic approach that empowers, enriches and enhances our members` financial lives.