Summit Financial Consultants

Summit Financial Consultants Summit Financial Consultants, Inc. is a comprehensive financial services firm committed to helping you improve your long-term financial success.

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Summit Financial Consultants and Cadaret, Grant & Co., Inc. are separate entities.

07/20/2025

It is astonishingly dynamic, even under the weight of tariffs.

07/19/2025

In a celebratory email sent to Americans across the country, the Social Security Administration praised the Trump administration’s sprawling budget and tax bill and said it eliminated federal income taxes on most retirees’ benefits. Here's what it means.

07/18/2025

Broadly, the legislation makes President Trump’s 2017 tax cuts permanent, extending current income-tax rates. It also adds some new breaks while making cuts to federal healthcare coverage, food-aid and student loan programs. Here’s what it could mean for your finances.

07/17/2025

Homeowners insurance usually covers many disasters like wildfires and tornadoes, but a standard policy won’t cover damage from an earthquake or flood. There are separate policies that cover this damage, so it’s good to know what you’ll need extra coverage for.

07/16/2025

Millions will lose Medicaid coverage, hospitals’ uncompensated work will increase and insurers will lose big business. Here's what to know.

07/15/2025

The Tax Policy Center finds that 85% of households will get a tax cut. Here’s how much your after-tax income will increase: for low, middle and high-income earners.

07/14/2025

Trump's policy bill includes retirement benefit modifications, and broad fiscal reforms. How is it going to impact Gen-Z retirement? This Forbes article explores how the repeal of automatic enrollment requirements and the introduction of new savings tools could influence Gen-Z’s ability to build l...

07/13/2025

Increased use of “buy now, pay later” loans may signal shifting consumer habits, but could also be a troubling sign of financial stress.

07/12/2025

Retirement rarely goes as planned. Learn four pivots to prepare for the unexpected and build a resilient retirement plan that works—no matter when it starts.

07/11/2025

A tough job market for recent graduates is adding urgency to an age-old question for parents: How can I help my kid without jeopardizing my retirement?

07/10/2025

The Republican megabill combined with new federal rules tightening eligibility will affect most people who use plans created by the Affordable Care Act.

07/09/2025

Time is the secret ingredient of investing, a market veteran says. Over many decades, diversified stock index funds have produced extraordinary results.

Address

35 E Grassy Sprain Road Ste 406
Yonkers, NY
10710

Opening Hours

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

Telephone

+19147937320

Website

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