SUMMIT PLANNING GROUP, LLC

Overview

Summit Planning Group, LLC is a Registered Investment Advisor (RIA) based in Branford, CT. The firm also operates out of an additional office location in Glastonbury, CT. Summit Planning Group offers Financial Planning Services and Pension Consulting Services to its clients. In addition to serving domestic clients, the firm also manages foreign assets. Summit Planning Group has 5 registered representatives and is affiliated with Summit Asset Management, LLC. Summit Planning Group is classified as a Wealth Manager and Independent Wealth Advisor. The firm follows a fee structure of Hourly Charges and Fixed Fees. While they are not an active ESG investor, they do utilize annuities as an additional investment option.

Activities and Affiliations

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Office Locations