Here at Summit Wealth, we have the pleasure of working closely with professionals in the entertainment industry, such as actors and actresses and their accountants and attorneys. We also work with property and casualty brokers, physicians, business owners, individuals, and families. While these client types are our specialties, our expertise and knowledge serve a wide variety of people, so we're here to help no matter your occupation or stage in life.
Physicians
Business Owners
Accountants
Attorneys
Families and Individuals
Property and Casualty Brokers
Actors and Actresses
Professional Women
Teachers
Entrepreneurs
Retirees
Law Enforcement
Firefighters
Executives
Summit Wealth Solutions and Insurance Services | Jericho, NY