Jeneen Slack - Summit Financial Group, LLC
I believe that each stage of our lives is filled with opportunities that put financial matters among life's top priorities. As a Financial Advisor, I specialize in areas of personal finance, including data analysis and issues of divorce, retirement strategies, investments, tax strategies, insurance, and estate matters. I hold the CERTIFIED FINANCIAL PLANNERâ„¢ and Certified Divorce Financial Analyst
01/31/2023
From the inflation frying pan to the recession fire ... our winter newsletter offers insight into the recession debate, announces big changes to our Summit Financial Foundation, showcases our Symposium lineup and so much more! Click the link to read it!
Summit Perspective Winter 2023 Edition - Summit Financial Group Our Summit Perspective Winter 2023 Edition is LIVE! Click to read our new feature article: "The Recession Debate" and much more.
10/01/2022
It really should be a National Holiday...
07/09/2022
Summit is hosting a Virtual Townhall via Zoom! Join us to hear the latest commentary from a financial industry leader. George Russell, past Summit Symposium speaker and Institutional Portfolio Manager for Franklin Equity Group, will provide valuable insight on the current economic climate. Scan the QR code or visit summitadvisors.com/university/ to learn more and register.
12/21/2021
Wishing you and yours the best this holiday season.
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2633 Camino Ramon, Suite 200
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05/26/2022