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/PRNewswire/ One of the preeminent independent financial planning and wealth management firms in the Northeast, Summit Financial announced that Joseph.
Al Jacobi followed his longtime business partner out the door from a bank with a large wealth arm that pulled out of an acquisition agreement earlier this year.
/PRNewswire/ One of the preeminent privately owned financial planning and wealth management firms in the Northeast, Summit Financial announced that Joseph.
Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.