March 28, 2019

Three Summit Associates Earn CFP® Certification

Congratulations to Hannah Fetterman, Summer Gillard, and Matt Garasic for becoming CERTIFIED FINANCIAL PLANNERTM professionals! We are proud of all their hard work and dedication to pursuing the CFP® certification. (From Left to Right: Hannah Fetterman, Summer Gillard and Matt Garasic)  

February 28, 2019

Summit Financial Strategies, Inc. Named to 2018 Columbus CEO Leaderboard

Summit Financial Strategies, Inc. is pleased to announce it has been named to the Columbus CEO Leaderboard 2018 Central Ohio Wealth Management Firms.  The list recognizes top Wealth Management Firms in Central Ohio. Learn more here   Disclosure: Information reflected on the “Columbus CEO Leaderboard 2018 Central Ohio Wealth Management Firms” is provided only by … Continued

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