I work in partnership with SummitView Advisors, an independent financial services firm. What attracted me to SummitView Advisors was that they were an all-female firm who provides a level of service that is very unique in this industry. We get to know our clients on a deeper level; we create a community among our clients; and we don’t push anyone into sales. We are patient, kind, attentive, and we truly want only the best for our clients.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Ann Neal, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, CT, IA, IL, ME, NY, TX, VA, VT & WA. No offers may be made or accepted from any resident outside the specific states referenced.
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