Who We Help : Summit Wealth Solutions and Insurance Services | Jericho, NY

Who We Help

Our Typical Clients

Here at Summit Wealth, we have the pleasure of working closely with professionals in the entertainment industry, such as actors and actresses and their accountants and attorneys. We also work with property and casualty brokers, physicians, business owners, individuals, and families. While these client types are our specialties, our expertise and knowledge serve a wide variety of people, so we're here to help no matter your occupation or stage in life.

Physicians

Business Owners

Accountants

Attorneys

Families and Individuals

Property and Casualty Brokers

Actors and Actresses

Professional Women

Teachers

Entrepreneurs

Retirees

Law Enforcement

Firefighters

Executives