2015 News and Updates
SUMMIT PLANNING GROUP CELEBRATES 20TH ANNIVERSARY
August 27, 2015 - Summit Planning Group, LLC, an independent financial planning firm with offices in Branford and Glastonbury is celebrating its 20th anniversary this year.
Formed in 1995 with the vision of providing sophisticated planning advice to high net worth business owners, professionals and retirees, the advisors continue to dedicate themselves to their clients' long-term financial success. "Our philosophy of serving our clients first is the core reason we have developed a respected reputation with our clients and other professional advisors" says Jay Pinto, CFP®, a member of the firm. READ MORE