ANNOUNCEMENTS

November 13, 2018

Matthew Daniel Completes CFA Program

Congratulations to our own Matthew Daniel! Matthew successfully completed the CFA® Program Level III Exam and is now a holder of the right to use the Chartered Financial Analyst® designation. Read more about Matthew here: Matthew’s Bio

October 4, 2018

Summit Financial Strategies, Inc. is Hiring a Paraplanner

Job Summary The Paraplanner supports the lead advisor in the delivery of client services of the firm. The Paraplanner is an entry level position into the Advisor career path. Duties and Responsibilities                          The Paraplanner position will focus in the following areas: Client Service Coordinate with team members to provide consistent, effective client support and service Ensure timely follow up to client … Continued

September 14, 2018

Summit Financial Strategies, Inc. featured in Columbus Business First Financial Planning Association of Central Ohio Supplement

Summit Financial Strategies, Inc. is pleased to share it was featured in the September 2018 Issue of the Columbus Business First Financial Planning Association of Central Ohio Supplement. The President of the Financial Planning Association (FPA) of Central Ohio is Summit’s own, Ben Murray. Ben’s article, Personal Finance…it’s more personal than (just) finance was featured … Continued

Summit Financial Strategies
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495