Archive for the Recognition Category

Summit Place Included in Financial Advisor’s RIA Survey & Ranking 2017

Summit Place Included in Financial Advisor’s RIA Survey & Ranking 2017

What does it take to become a successful and growing registered independent advisor (RIA)? Building relationships, strategic planning and a hard-working team, to name a few. That’s why we’re proud to be included in Financial Advisor Magazine’s annual ranking as one of the top RIAs in the

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Congratulations to Elaine Lee!

Congratulations to Elaine Lee!

We’re proud to share that Elaine Lee has earned her CERTIFIED FINANCIAL PLANNER™ certification! The CFP® certification is the industry standard for professional financial advisors. To earn the designation, professionals must complete university-level financial coursework and pass a six-hour exam covering 72 topics – ranging from risk

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Summit Place Financial Advisors Honored by American Registry

Summit Place Financial Advisors Honored by American Registry

  We’re thrilled to announce that Summit Place Financial Advisors has been recognized as one of “America’s Most Honored Businesses – Top 10%” by American Registry. This recognition of excellence includes significant mentions in the press and honors by industry peers, trade groups and clients. Given to

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Liz Honored With Five Star Wealth Manager Award

We are excited to share that Liz has been honored by Five Star Professional with the 2017 Five Star Wealth Manager Award for exceptional client satisfaction and service. Liz was recognized for the success of the firm’s goal-oriented approach to providing comprehensive and personalized financial solutions. Administered

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Summit Place Included in Best Investing Blogs of 2017

We are proud that Our Insights blog has been included in CreditDonkey’s Best Investing Blogs of 2017.  “This is a great blog for anyone looking for a combination of investment analysis and advice and personal finance tips,” they concluded. CreditDonkey is a website dedicated to helping people

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Financial Advisor Magazine’s 2016 RIA Survey & Ranking

We are honored to be included once again in Financial Advisor Magazine’s annual ranking of the top registered investment advisors in the nation. Read the full article here.

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Liz is Welcomed to The National Speakers Association

Liz is Welcomed to The National Speakers Association

Liz was first introduced to The National Speakers Association by the other groups she’s a part of after sharing her yearly trips to speak at The Chautauqua Institute. For the past few years, the New York City chapter has welcomed Liz as a guest and encouraged her

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Financial Advisor Magazine’s 2015 RIA Survey & Ranking

  It is such an honor to be included among our distinguished peers yet again in Financial Advisor Magazine’s annual ranking of investment advisors.

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Liz Recognized as Finalist for SmartCEO’s Money Manager Award

Liz Recognized as Finalist for SmartCEO’s Money Manager Award

This past month, SmartCEO recognized Liz as a finalist for its Money Manager of the year Award.  Recognizing bankers, wealth managers and advisors, SmartCEO’s Money Manager Awards program honors those that have dedicated their time and efforts to their clients’ financial well-being. Liz was honored as a

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2015 Best of Summit Award in Financial Services

2015 Best of Summit Award in Financial Services

Although Summit Place Financial is a national company with clients and relationships all over the United States, we are honored to have been recognized recently for excellence in our own local community. The Summit Award Program “identifies companies that have achieved exceptional success in their local community

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Summit Place Financial Advisors, LLC

18 Bank Street, Suite 200
Summit, NJ 07901

Ph. 908.517.5880

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