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