This week, the Summit Place Team spent the morning with GRACE Giving & Receiving Assistance for our Community's Essentials, helping to prepare over 200 bags of Thanksgiving groceries going to Summit residents in need. Thanks so much GRACE Giving & Receiving Assistance for our Community's Essentials for all you do to support the local community!
Summit Place Financial Advisors
金融服务
Summit，New Jersey 499 位关注者
We work with a select group of clients whose needs require more attention and expertise than mass market approaches.
关于我们
Summit Place Financial Advisors offers an individualized goal-oriented approach to managing wealth for a select group of clients. We work specifically with successful families and executives who seek coordinated help with all aspects of their wealth. Our clients seek to enjoy their success for years to come and also successfully plan for future generations and philanthropic priorities.
- 网站
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https://www.summitplacefinancial.com/SummitPlace/
Summit Place Financial Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Summit，New Jersey
- 类型
- 私人持股
- 创立
- 2008
- 领域
- Financial Planning、Wealth Management、Investments、Legacy Planning、Tax Management、Multi-Generational Services和Philanthropy
地点
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主要
获取路线
18 Bank Street
US，New Jersey，Summit，07901
Summit Place Financial Advisors员工
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Liz Miller, CFP?, CFA
2024 Chair-Elect CFP Board | Founder & President, Summit Place Financial Advisors, LLC
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Kate Feeney, CFA, CFP?
Vice President at Summit Place Financial Advisors
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Assunta “Susie” McLane, CFP?, MBA
Managing Director | Senior Wealth Advisor at Summit Place Financial Advisors
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Christopher Gula, CFA
Vice President, Investment Strategist at Summit Place Financial Advisors
动态
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Supporting Citymeals on Wheels at this special time of year! We are thankful for our family and loved ones who spend precious time with us this holiday season, but not everyone is so fortunate. We are proud to share our corporate success with others, and wish everyone a wonderful and warm Thanksgiving. https://lnkd.in/egYsU3Hc
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In October, Susie and Elaina joined the Montclair State University Finance Society at the Feliciano School of Business to host a workshop on networking. There they engaged in interactive discussions on strategically building a strong network with the Montclair business students. Thanks to the Montclair Finance Society and the students who attended the workshop!
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Bonus – don’t leave your FSA money on the table! Review your FSA plans before year-end. Stay up to date with all of our financial planning insights by joining our mailing list here: https://lnkd.in/ezMwrm2Y
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Before the year is over, review your 401(k) contributions to ensure you are maximizing your savings. Learn more about getting the most out of your 401(k) plan and other year-end tax strategies here: https://lnkd.in/grws_MPG
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Recent research shows most people assume their advisor works in their best interest. Not so! Look for a fiduciary. Easy way to know? Ask if your advisor is a CFP Professional! At Summit Place?- of course we are!!
Not all advisors are created equal. CFP? professionals must act in their clients’ best interest at all times when providing financial advice. In this U.S. News & World Report article, CFP Board Ambassador Scott Ward, CFP?, AIF?, AIFA? explores what it means to work with a fiduciary — and why CFP? certification matters. Full read: https://lnkd.in/eYyi-qfb #Fiduciary #CFPpro #FinancialPlanning
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Another great end-of-year tax strategy to consider is the back-door Roth. Learn more about this and other year-end tax planning strategies here: https://lnkd.in/grws_MPG
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With Thanksgiving approaching, now is a great time to think about year-end tax strategies to support your financial goals. First, consider a Spousal IRA contribution. Learn more about this and other strategies here: https://lnkd.in/grws_MPG
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Learn how intra-family loans can help support your family members' dreams while enhancing your estate and tax planning strategies. For more help with estate and tax planning, reach out to us: https://lnkd.in/ezMwrm2Y
Understanding Intra-Family Loans
Summit Place Financial Advisors，发布于领英
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So proud of all the contributions our team makes to the local community. Paul Vella and ExpandED Schools are making a difference for so many children!
Hello Network! As part of the ExpandED Junior Board I am proud to celebrate #LightsOnAfterschool. Since its launch in 2000, Lights On Afterschool has been the only nationwide rally celebrating afterschool programs. Every year, more than 8,000 afterschool programs across the country draw 1 million people to join celebrations of the impact these programs have on children, families, and communities. If you would like to know more, or donate please follow for more! Instagram: @expanded_schools LinkedIn: https://lnkd.in/eg8MZ5M7 Facebook: @ExpandEDSchools
ExpandED Schools | LinkedIn
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