Summit Place featured in Financial Planning’s ultimate holiday lists

December 22, 2016

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The staff at Financial Planning put together their ultimate holiday gift guide, as well as, greetings card list and featured Summit Place Financial in both of them. Our firm agrees that the holiday season is the perfect time to send a holiday card to everyone and thank clients by making a donation to charity in their name.

The Ultimate Holiday Gift Guide for Clients

Season’s Greetings: Holiday Cards from Advisers