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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.”
Frontier Financial Credit Union is a Reno, NV-based company in the Financial Services sector.
Few financial firms can boast a history dating back to 1864. Yet for over 155 years, FHN Financial has been dedicated to helping our customers achieve their fixed income goals. Whether you want to buy or sell securities, need help managing your balance sheet, or seek to limit interest rate risk, we can deliver the appropriate products and services, precisely tailored to your needs. We`re confident you won`t find a more responsive, customer-focused fixed income shop anywhere. FHN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customers in the US and abroad. We also provide investment services and balance sheet management solutions. With an average daily trading volume of $7+ billion, FHN Financial customers include approximately 50% of all US banks.
Weber Asset Management is a New Hyde Park, NY-based company in the Financial Services sector.
Transnational Bankcard Inc is a Rolling Meadows, IL-based company in the Financial Services sector.