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Summit Financial Fuels Rapid National Growth with Investments in Four Advisory Firms Managing a Combined $1.2B in Client Assets

Summary by Eagle-Tribune
PARSIPPANY, N.J.--(BUSINESS WIRE)--Jul 21, 2025-

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Summit Financial Fuels Rapid National Growth with Investments in Four Advisory Firms Managing a Combined $1.2B in Client Assets

PARSIPPANY, N.J.--(BUSINESS WIRE)--Jul 21, 2025-

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Business ObserverBusiness Observer

National wealth management company invests in Sarasota financial firm

Summit Financial of New Jersey has made a strategic investment in LPF Advisors of Sarasota.

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Eagle-Tribune broke the news in on Monday, July 21, 2025.
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