2019 Five Star Professional Wealth Manager

2019 Five Star Professional Wealth Manager

We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2019! This is the third year in a row that Liz has been selected for this honor.  Given to a select group of individuals, this designation recognizes wealth

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Celebrating 10 Years!

Celebrating 10 Years!

In September 2008 Lehman Brothers declared bankruptcy touching off the worst market rout in our history since the Great Depression. That same day, I resigned my partnership of 14 years to launch a new kind of firm. I had noticed that my clients needed more than investment management; they

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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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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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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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