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Summit Financial Networks

8804 4th Avenue
Brooklyn, NY 11209

Phone:

877-333-9986

Fax:

718-785-0502

E-mail:

Financial Management Insight: Strategies to Help Build Your Future

The decisions you make about money form the basis for your financial future and can help you pursue your goals.

Time to Get Tax-Savvy: Managing Your Tax Burden

Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

Educating our clients is a core belief here at Summit, which is why we provide you with materials and resources about the basic concepts of financial management. These tools allow you to learn more about who we are; and to give you fast, easy access to market performance data. We have compiled a wealth of information in the form of newsletter articles,

calculators, and research reports to assist you with your financial planning.Take advantage of this resource and visit us often. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.



Your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our financial representatives are available to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled Summit professionals to pursue your financial goals.




Please contact us today to take advantage of our personalized investment strategies and experience what it is like to be a part of the Summit family!

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Describes how Roth accounts can generate tax-free retirement income.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

How Long Will It Take to Pay my Balance?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck