Equita Financial Services

SummitWealth Partners is a financial services firm based in Dallas, TX, offering a comprehensive range of services including financial planning, retirement planning, insurance planning, wealth management, investment management, and risk management. They provide personalized solutions to individuals, families, and businesses, helping them achieve their financial goals and secure their financial future. With a team of experienced professionals, SummitWealth Partners is committed to delivering exceptional service and tailored strategies that align with their clients' unique needs and objectives. They are affiliated with Equitable Advisors, LLC, a leading provider of investment and insurance products, ensuring access to a wide range of resources and expertise. Whether it's planning for retirement, managing investments, or protecting assets, SummitWealth Partners is dedicated to helping clients navigate the complexities of the financial landscape with confidence and peace of mind.Generated from the website

Trinity Transaction Advisory, LLC, originally formed as The Trinity Group in 2002, is an M&A transaction advisory firm with an acute focus on assisting owners and shareholders of privately held companies, with sales over $1,000,000, in planning and executing customized exit solutions...