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Summit Perspective Summer 2024
Inside This Edition …
- Feature Article: Celebrating One Year with Raymond James
- Summit Spirit Award: Dash and the MeWater Foundation
- Summit University: Our Teens & Money Workshop is Here!
- Take Our Summit Trivia Challenge
- Money Lessons for Kids: A Guide to Financial Literacy
- Staff Spotlight: A Big Achievement and a New Face at Summit!
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Celebrating One Year with Raymond James: A Heartfelt Thank You to Our Valued Clients
One year ago, Summit Financial Group embarked on a significant journey by transitioning our broker/dealer partner from Securian to Raymond James. The decision was made based on our commitment to you and Raymond James’ reputation of excellence, integrity, and client-centered service. As we reflect on the past year, we are filled with immense gratitude for you, our clients, whose trust and support have been the cornerstone of this successful transition.
From the outset, our decision to join Raymond James was driven by a shared vision of providing unparalleled financial advice tailored to meet the unique needs of each client. The alignment of our core values with those of Raymond James promised a seamless integration and enhanced capabilities that would ultimately benefit you. In short, our mission of Enriching Lives was enhanced by our affiliation with Raymond James.
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