Financial Planning Magazine interviews Liz

Financial Planning Magazine interviews Liz

The Financial Industry Regulatory Authority (FINRA) recently launched a helpline to better assist small firms. In an interview with Financial Planning, president Liz Miller shared her support for easing the complexities of the financial industry’s regulatory compliance. Click here to read the article.

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Summit Place Recognized for its Corporate Culture

Summit Place Recognized for its Corporate Culture

Last night Summit Place Financial Advisors was honored to receive a Corporate Culture Award by CEO Report! The award honors companies in the New York tri-state area that “advocate for both their staff and their organization, recognizing that employees that feel fulfilled and empowered have a greater

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BNN Interviews Liz for The Close

BNN Interviews Liz for The Close

In a recent TV interview with Business News Network (BNN), president Liz Miller shared her insights on the stock market and investor’s efforts to balance risk and more upside. According to Liz, any number of current risks could launch a correction, but as long as the economy

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Three Tips to Discuss Money with Adult Children

Three Tips to Discuss Money with Adult Children

It’s the New Year and time for resolutions. How about making this the year you discuss money and good financial habits with your adult children? We all hope that our financial values have been passed down, but it is difficult sometimes to discuss personal finances with adult

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We Live by Our Values to Best Serve Clients

We Live by Our Values to Best Serve Clients

The role of a financial advisor has evolved tremendously over the past 20 years and you may not even realize how a financial advisor can be invaluable to you today. The financial professional of years ago was usually a commissioned broker who helped you with an investment portfolio

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