Archive for the Recognition Category

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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2013 Business of the Year!

              We are very proud to share that on December 9, 2013, Summit Place Financial Advisors was named “Emerging Business of the Year” for 2013 by NJBIZ.  We have built a great team and it is gratifying to be recognized as

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Liz Named A 2013 Leading Women Entrepreneur

                  We are proud to announce that Liz has been selected by NJ Monthly Magazine for the 2013 Leading Women Entrepreneurs & Business Owners of our state. The mission of LWE is to “commend women entrepreneurs for their service,

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Financial Advisor Magazine’s 2013 RIA Ranking

                  We are so proud to be included in Financial Advisor Magazine’s 2013 annual ranking of Investment Advisors.

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Summit Place Financial Advisors, LLC

18 Bank Street, Suite 202
Summit, NJ 07901

Ph. 908.517.5880

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