Keegan, Kathleen Agt

Summit Financial Services, Inc. is an independent comprehensive financial services firm based in Huntington, Town of, NY. Their team of caring professionals is dedicated to providing personalized financial advice, assisting clients in designing, implementing, and monitoring their investment, insurance, and estate planning programs tailored to their unique needs. With an emphasis on client education and empowerment, Summit Financial Services aims to help individuals overcome uncertainty, take control of their finances, and confidently pursue their goals. They offer attentive service and creative solutions, explaining the complexities of the financial world in a meaningful and easy-to-understand manner.Generated from the website

Beacon ICG, based in Melville, NY, is a wealth management firm dedicated to serving individual clients and businesses across the United States. The firm prides itself on providing clarity around financial goals through a team of experienced professionals. As a member of ICG, Beacon ICG offers a range of services, including financial planning, investment planning, and retirement planning, all supported by LPL Financial, a registered investment advisor. Their commitment to client support ensures tailored solutions for diverse financial needs. Generated from the website