Robert Berg of Berg Wealth Management in Danbury, CT recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*.
Berg, who has been servicing the needs of financial advisory clients for 31 years, was previously affiliated with Morgan Stanley, where he managed over $70 million in client assets.
“I joined Summit because of their outstanding service to me as the advisor, they are extremely accessible all the way up to the president, and always put the advisor first,” Berg said.
For more information on Summit Brokerage Services, visit www.joinsummit.com or contact us at (800) 354-5528.
About Summit Brokerage Services, Inc.
Summit Brokerage Services, Inc. is a Boca Raton, Florida-based financial services company that provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.
Contact Person: Mindy Clapp
Company Name: Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2843
Email Address: firstname.lastname@example.org
Web site address: www.summitbrokerage.com
*Rated by REP magazine’s Independent Broker-Dealer Report Card.