Summit Wealth Solutions and Insurance Services | Jericho, NY

Helping you live the good life

The most important things in life aren’t things at all, they’re the people you love, the experiences you share, and the impact you make on those around you. As a full-service financial services practice, our goal is to help you align your money with what matters the most. Whatever living the good life means to you, we’ll help you get there.

Our Founder

Our Process

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