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Summit Perspective Summer 2023
Inside This Edition …
- Feature Article: Reaching New Heights: Summit Financial Group, LLC Partners with Raymond James
- Summit Spirit Award: Susan Bonde & Hospice East Bay
- Summit University: Teens & Money
- Market Insights
- Staff Spotlight: Look Who’s New!
- Summit Trivia Challenge
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Reaching New Heights: Summit Financial Group, LLC Partners with Raymond James
In the fast-paced world of financial services, success hinges on the ability to adapt, innovate, and serve clients with the utmost dedication. As financial advisors, we recognize the importance of aligning ourselves with a broker-dealer partner that shares our values and empowers us to deliver exceptional client experiences. That’s why we proudly trumpet our partnership with Raymond James, a company that shares our culture of client-centricity, integrity, and unbiased advice. We would like to thank our clients for their patience and cooperation as we processed over 8,000 electronic documents in the process of moving platforms! Over the last 45 days, Summit has successfully migrated the entirety of our client base to the Raymond James platform, and we are excited for the client experience going forward.
Today, we’d like to delve into the driving forces behind our decision to move to Raymond James, and how we see them helping us reach unparalleled service to you, our clients!
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