Archive for the Recognition Category

Liz Honored With Fiver 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 by Crescendo Business Services, LLC, the Five Star Professional Award identifies and promotes professional excellence. Wealth Manager award winners are chosen based on an in-depth research process incorporating peer and firm feedback with objective criteria such as client retention rates, client assets administered, industry experience and regulatory and complaint history. The wealth managers in the state who were honored for their demonstrated excellence were showcased in New Jersey Monthly’s January issue.

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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 save money and make savvy financial decisions by directing website visitors to the best financial tips and information available.

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Financial Advisor Magazine’s 2016 RIA Survey & Ranking

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

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Financial Advisor Magazine’s 2015 RIA Survey & Ranking

 

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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 finalist for the New York region because of the unbiased and unique financial expertise the firm provides individuals and families. The award recognizes the best in each region of those who have selflessly helped their clients navigate and manage the complex financial landscape of their lives and businesses. Finalists are chosen each October by a panel of independent local business leaders and are chosen by the 8 different regions they operate in. Although we are national company, Summit Place Financial Advisors was nominated in its home base New York City region.

SmartCEO recognizes that bankers and wealth managers have experienced an uphill battle in recent years thanks to 2008’s economic collapse which is why it is important to honor their uncompromising commitment. Individuals rely on the financial expertise of those credited to help them achieve their financial goals. SmartCEO recognizes that the best of these financial advisors are dedicated to their clients’ needs and take care of the numbers so that they can take care of their other priorities. This is why we are so honored to be a SmartCEO Money Manager Award Finalist.

(Award process note: Companies and individuals represented on the list were evaluated by an independent committee and selected based on their commitment to their business and individual clients. Area bankers and wealth managers were invited to apply online in 2015.)- http://smartceo.com/new-york-money-manager/

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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 and business category. The companies exemplify the best of small business; often leading through customer service and community involvement.”

Each year in and around the Summit area, the Summit Award Program identifies companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value. At Summit Place Financial, we have gained national attention for our unique goal-oriented approach to helping clients, and we are thrilled to be recognized on a local level as well as we to continue to play a role in making Summit, NJ a thriving desirable town.

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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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