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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.”
Mckesson Employees Federal Credit Union is a San Francisco, CA-based company in the Financial Services sector.
Primoris Benefit Advisors is a Colchester, CT-based company in the Financial Services sector.
Array fuels financial progress for many of the world`s leading fintechs, financial institutions, and digital brands with a suite of credit, financial management, and privacy tools. Our private label products can be easily embedded into an existing, branded digital experience, enabling our clients to become a one-stop shop of financial services. Array drives engagement and revenue for our clients, helps them stand out in a crowded market, and forge deeper relationships with their customers. More than a suite of products, we`re building a platform to help consumers own their financial future, protect their identity, and maintain digital privacy, all in one place. Array was founded in 2020 by Martin Toha and Phillip Zedalis. Key investors include Battery Ventures, General Catalyst, and Nyca Partners.
Firstmark Services is a Saint Paul, MN-based company in the Financial Services sector.