Summit Planning Group Inc is a financial services firm based in East Syracuse, New York, specializing in comprehensive wealth management and financial planning solutions. With a client-centric approach, the firm partners with individuals, families, and businesses to design strategies that align with their long-term financial goals. Their team of experienced professionals provides personalized attention and guidance across all stages of financial planning—from retirement strategies and investment management to risk and insurance planning.

The firm is known for its commitment to education and transparency, helping clients make well-informed decisions about their financial future. Summit Planning Group emphasizes holistic planning, considering each client’s full financial picture rather than offering one-size-fits-all solutions. The firm also maintains strong ties with the local community, underscoring their dedication to building lasting relationships and trust. As a registered investment adviser, they uphold fiduciary standards, ensuring client interests remain the top priority. Through strategic partnerships and a collaborative planning model, Summit Planning Group delivers tailored advice with professionalism and integrity.

Website: http://summitplan.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement income planning
– Risk and insurance analysis
– Estate and legacy planning
– Business succession planning
– Tax-efficient financial strategies
– Education savings strategies