Skip to content
logo
Menu
  • Home
  • About
  • Problems We Solve
  • Resources
    • Webinar
    • Newsletter
  • Attend an Event
  • Helpful Links
  • Contact
Menu
×
  • Home
  • About
  • Problems We Solve
  • Resources
    • Webinar
    • Newsletter
  • Attend an Event
  • Helpful Links
  • Contact

Newsletter


Common Investing Mistakes to Avoid

June 14, 2024

Using ROTH and Traditional IRAs as Strategies for Building Your Retirement in 2024

May 21, 2024

1st Quarter Economic Update

April 11, 2024

Proactive Planning for the Upcoming Sunset of Estate Tax Law Changes

March 8, 2024

Helpful Information for Filing 2023 Income Taxes and Proactive Tax Planning Strategies for 2024

February 16, 2024

4th Quarter Economic Update

January 23, 2024

Welcome to 2024

December 28, 2023

3rd Quarter Economic Update 2023

November 15, 2023

Proactive Year-End Tax Planning for 2023 and Beyond

November 15, 2023

Traditional and Roth IRAs

November 15, 2023
  • 1
  • 2
  • 3
  • 4
  • Next »

Contact Us

Phone: 201.746.9180
Fax: 201.746.9177
Email: info@summitadvgroup.com

Our Location

155 Chestnut Ridge Road
Suite 100
Montvale, NJ 07645

Check Us Out

To learn more about the professional history of our advisors/firm, please visit

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of CT, DE, FL, GA, MI, NJ, NY, NC, PA, SC, TN, and VA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.  Cambridge and Summit Advisory Group are not affiliated.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Privacy Policy | Terms of Use

Call Now Button