Envision, design, and
pursue your path with us

Planning for You

Your life circumstances help us to identify your path to financial success.

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Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice.
Please consult your own tax, legal, or accounting professional before making any decisions.

Planning for Business Owners

 

Let us take the burden of financial planning for your business off your plate so you can focus on the business you have created.

 

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Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice.
Please consult your own tax, legal, or accounting professional before making any decisions.

What We Do

We help you to crystalize your goals and objectives, then develop
comprehensive strategies to bring your plan to life.

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Who We Are

The Summit Partners is a team of seasoned professionals who have devoted their careers to
thoughtfully integrated wealth management and financial planning.

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Resources

Internal Planning Consultant bios, logins, and Newsletters

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Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,827.64 +0.21%
NYSE Composite 13,088.61 +0.63%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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