Summit Advisory Group LLC

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155 Chestnut Ridge Rd Ste LL100
Montvale, NJ 07645
+1 (201) 746-9180
https://summitadvgroup.com

Summit Advisory Group LLC is an independent financial services firm based in Montvale, NJ, serving clients in the greater New York and New Jersey area since 1991. With a commitment to building strong and trusting relationships, they help individuals create retirement strategies tailored to their specific needs and objectives, utilizing a range of investment and insurance products.

Offering resources, webinars, and events, Summit Advisory Group aims to educate clients and provide them with the information necessary to make informed financial decisions. Their team of advisors, affiliated with Cambridge Investment Research, Inc., offers securities and advisory services, ensuring comprehensive support for clients' investment needs.

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