Summit Lake Financial Management Group

Summit Lake Financial Management Group A financial advisory practice of Ameriprise Financial Services, LLC

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06/10/2020

Educational Video: Unemployment During COVID-19

Our goal for this video is to help those out of work navigate this transition, step-by-step, including:
- COVID-19 Support
- Cash Flow Sources
- Taxes
- Support for Debt Payments
- Health Insurance & Retirement Account Options

Look out for more educational videos from David Lasco, CFP, CRPC, on more personal finance topics, coming soon!



Legal file 3089563

03/28/2018

Being well-prepared for the expected and the unexpected in life can help you rest easier. Let’s plan your confident financial future together.

03/26/2018
03/23/2018

Small business owners take risks every day. We help business owners create custom retirement plans and protect against business/personal financial risks.

Here are several key areas of the new tax law that may affect you:
03/19/2018

Here are several key areas of the new tax law that may affect you:

The new tax legislation may have impacts to you. Here are key areas you may want to consider.

Address

100 Summit Lake Drive, Suite 150
Valhalla, NY
10595

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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