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If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

It is important to feel you have control over your future. At Summit Advisory Group, we offer our experience and knowledge to design a specific plan of action that will help you work toward your financial independence.

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

If you would like to learn more about Summit Advisory Group or would like to schedule a no-obligation meeting, please contact us today!

Summit Advisory Group

Phone: 201.746.9180
Fax: 201.746.9177

155 Chestnut Ridge Road
Suite 100
Montvale, NJ 07645