Retire with Confidence.

Summit Advisory Group is an independent financial services firm serving clients throughout the greater New York and New Jersey area. Since 1991, we have developed our business by maintaining close, trusting relationships with each of our clients.

Does your portfolio have too much risk? Or not enough?

Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our Riskalyze tool!

Join an Upcoming Seminar

We're committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.


Have Questions?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Schedule a Meeting