Save The Date – October 12 at 4PM EST / 1 PM PST Our clients and their guests are […]
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.
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Disclosure: Information reflected on the “Columbus CEO Leaderboard 2018 Central Ohio Wealth Management Firms” is provided only by the participating companies listed in the ranking, including Summit Financial Strategies Inc. (“Summit”), and was not independently verified. It is possible that other companies that did not choose to participate would have ranked higher than those represented on the list. Summit applied for consideration and the ranking was independently granted. Companies appearing on the “Columbus CEO Leaderboard 2018 Central Ohio Wealth Management Firms” are ranked by total assets under “local management.” Summit is unaware of any undisclosed facts that could potentially invalidate the appropriateness of the rankings. By virtue of disclosing these rankings, Summit is disclosing favorable ratings (to the extent that Summit is ranked above other advisers) and unfavorable ratings (to the extent that Summit is ranked below other advisers). This ranking: 1. is not representative of any one client’s experience because of the way in which it is calculated; 2. is not indicative of Summit’s and its advisors’ future performance, or any future performance pertaining to its clients’ investments; and 3. is not and should not be construed as a current or past endorsement by any of Summit’s clients. Working with a highly- ranked adviser does not ensure that a client or prospective client will experience a higher level of performance.Read More:
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