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Brandon Smith, J.D.

Director of Integrated Planning Group

Contact

Office: (203) 409-1270

300 Harvest Ridge Road

Stratford, CT 06614

maloi@sfr1.com

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Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State St., Albany, NY 12207 ("PKS"). PKS and Summit Financial, LLC. ("Summit"), are not affiliated companies. Investments through PKS and Summit are:

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*The statements above were provided by current clients in 2023. The clients were not compensated, nor are there any material conflicts of interest that would affect the given statement. These statements may not be representative of the experience of other clients and is not a guarantee of future performance or success.

Brandon Smith, J.D.

Director of Integrated Planning Group

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