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Investment Planning and Review

Summit's experienced team of professionals would like to help you meet your financial goals. By identifying your portfolio objectives, we can create a comprehensive, integrated plan that aligns with your goals.

To discuss investment planning or to schedule an appointment, please call (314) 480.1393 or e-mail info@summit-advisory.com.

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Our Services

For Individuals

Comprehensive Financial Planning

Asset Management

Investment Planning and Review

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Estate Transfer and Protection

Family Wealth

For Businesses

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment adivsory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Summit Advisory Services, LLC. Summit Advisory Services, LLC, a Registered Investment Advisor and 1st Global Capital Corp. are unaffiliated entities.