Michael Alessi

Vice President - Client Service and Retirement Plan Consultant @Summit Financial - Maryland

Hunt Valley, MD

Summit Financial is an independent planning and investment firm providing innovative, objective strategies for individuals and business owners. Summit Financial offers comprehensive financial, investment, and estate planning strategies, including access to life, health, disability, and long-term care insurances. As an independent firm Summit Financial offers investment management advisory services regardless of account size. We take great pride in the relationships we have forged with our clients and the opportunity to work together over many years. Summit Financial has access to resources and experience of the country’s largest independent broker dealer through LPL Financial*.*As reported by Financial Planning magazine, June 19••••21, based on total revenue.