| Name | Title | Contact Details |
|---|---|---|
Jeffrey Howard |
Director of Technology | Profile |
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.”
Financial Concepts is a Columbus, MS-based company in the Financial Services sector.
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United POS Solution Inc., dba UP Solution, founded in 2005 by CEO & President Jay Yoon, is a end-to-end POS hardware service provider for merchants nationwide. Built on the foundation that our customers come first, UP Solution provides 24×7, 365 days a year support for merchants, resellers, and ISOs. UP Solution is a leader in developing innovative products such as the Electronic Cash Register module which connects a credit card terminal to the merchant's cash register and the back-office ASP which gives merchants unlimited real-time data management and full data redundancy for their business via a secure internet connection. Currently, UP Solution hardware is installed in more than 5000 locations worldwide, and has been the product of choice by many franchise retailers in USA, Asia and Europe.
Merrill Edge is an electronic trading platform provided by BofA Securities, part of Bank of Americas retail banking division.