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Sarah Allen

Senior Client Service Associate

sallen@sfr1.com

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 Summit financial planning design team includes admitted attorneys and/or CPAs who act exclusively in a non-representative capacity with respect to Summit’s clients. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.

*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.

Sarah Allen

Senior Client Service Associate

203-807-4797

sallen@sfr1.com

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