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At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
At Fortis we consider our clients as an exceptional community, and do all we can to serve them accordingly. Fortis offers a comprehensive suite of banking, private wealth management, and investment management services. We are more than bankers or investment managers. We are strategists who know how to orchestrate integrated financial solutions to ensure your financial security today and the legacy you envision for tomorrow.
PBC Credit Union is a West Palm Beach, FL-based company in the Financial Services sector.
CGA is a Fort Lauderdale, FL-based company in the Financial Services sector.
Industry-leading suite of family office database & family office research solutions. Engineered to simplify your family office capital raising efforts.