Summit Star Financial

Summit Star Financial

Share

Retirement planning, Insurance, Estate planning, Business continuation strategies. We never charge a fee for initial consultation. Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

PLAYING ON A GLOBAL STAGE: The Case for International Diversification 06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

PLAYING ON A GLOBAL STAGE: The Case for International Diversification The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

The Week Ahead | Cetera 05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Financial Watch | May 2026 05/21/2026

Read the latest issue of Financial Watch here:

Financial Watch | May 2026 When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

Want your business to be the top-listed Accountant in Walpole?
Click here to claim your Sponsored Listing.

Telephone

Address


55 West Street, #201
Walpole, MA
02081

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm