Three Ideas for Spring Cleaning Your Finances

Three Ideas for Spring Cleaning Your Finances

Your taxes have just been filed and now it’s time for spring cleaning – clearing out the dirt and clutter in your homes and work space to allow for a chore-free summer. Why not also use this opportunity to “clean” up your finances? With a little annual

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Today’s Top Concerns for Successful Families

Today’s Top Concerns for Successful Families

In a new podcast with Financial Planning, Liz discusses the current priorities of multi-generational families. Most often today she hears families trying to balance the joy of giving to future generations with the challenge of passing on strong financial values. Click here to listen to Liz’s interview.

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Five Strategies to Help Conquer Taxes

Five Strategies to Help Conquer Taxes

Tax season is officially here, and the April 17th deadline to file is getting closer. Have you explored all options to reduce your tax liability? There may still be strategies worth exploring to boost your refund this year or reduce what you owe. With the many changes

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Valentine’s Day is for Love (and Life Insurance)

Valentine’s Day is for Love (and Life Insurance)

The most romantic holiday of the year is here! From flowers to candy, everyone looks for that something special for the love of their life. This year’s Valentine’s Day, in addition to the romantic gift, why not use the day to think about your life insurance coverage?

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Five Star Professional Honors Liz

Five Star Professional Honors Liz

We’re thrilled to announce that president Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2018! Given to a select group of individuals, this designation recognizes top wealth managers and investment professionals for their knowledge, experience and “exceptional client satisfaction and service.”

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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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