The Iola Financial Group / IFG Business Strategies is associated with Summit Financial Resources, Inc. Securities and Investments Advisory Services offered through Summit Equities, Inc., and Financial Planning Services offered through Summit Financial Resources, Inc. The Iola Financial Group / IFG Business Strategies website is limited to the dissemination of general information pertaining to its financial planning services.
At certain places on this The Iola Financial Group / IFG Business Strategies Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of The Iola Financial Group / IFG Business Strategies. The Iola Financial Group / IFG Business Strategies does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by The Iola Financial Group / IFG Business Strategies.
Privacy Statement
The Iola Financial Group / IFG Business Strategies is committed to safeguarding the confidential information you disclose to us. Our ability to provide the highest quality service to our clients requires a relationship based on trust. As part of that trust, we do not sell or share confidential information about you to any third party without your permission. In accordance with the Gramm-Leach-Bliley Act, we are providing this privacy notification to you. The categories of non-public personal information we obtain from you or your advisers include information about your business, your personal finances, your health and transactions with third parties. We do not disclose any non-public information concerning any of our clients or former clients without their express permission except as permitted by law. Internally, we restrict access to non-public personal information to company personnel who are necessary and appropriate to provide services to our clients. We maintain physical, electronic and procedural safeguards to protect this information.
Summit Financial Resources, Inc.
Summit Financial Resources, Inc. is an SEC registered investment adviser located at 4 Campus Drive, Parsippany, New Jersey 07054 (Telephone: 973-285-3600). Summit Financial Resources, Inc. is in compliance with the current registration and/or notice-filing requirements imposed upon SEC registered investment advisers by those states in which Summit Financial Resources, Inc. maintains clients, including New Jersey. Summit Financial Resources, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
The Principals and Financial Planners of Summit Financial Resources, Inc. are also securities registered, with Summit Equities, Inc. an independent broker dealer, Member FINRA/SIPC. (www.finra.org, www.sipc.org) As such, only clients residing in the respective states where the financial advisers are securities registered may be provided investment services.
All trademarks and logos appearing herein are those of their respective owners.
