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Summit Planning Group
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Summit Planning Group
Even in the best of circumstances, wealth preservation is an on-going challenge. When you factor in volatile national and international financial markets, increasing uncertainty in government, unpredictable investments, and longer life expectancies, working with an experienced investment advisor may be more important than ever. You need a professional who has the experience and perspective to gauge how changes in the broad financial landscape, both national and global, may impact financial markets AND your wallet. At Summit Planning Group, we have been doing just that since 1986. We provide comprehensive wealth management for retirees and pre-retirees, incorporating a disciplined style that is conservative while remaining flexible in the face of change.
North America USA New York Syracuse
Address:   6674 Hammersmith Drive, East Syracuse, NY 13057, USA
Phone: +1 315 425 0344
Fax: +1 315 471 6768
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