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created at
2025-12-31 18:54:53
updated at
2025-12-31 18:54:53
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title
Summit Financial : Financial Advisory firm in San Mateo, California
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The contents of this website (including but not limited to the Indyfin investor experience platform) are owned and operated by Respond.com Inc. ("Respond"), an independent registered investment adviser that operates through various subsidiaries and brands, including WiserAdvisor. The Indyfin investor experience platform matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. Indyfin, Respond, WiserAdvisor, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions. This website, the contents of this page, and any additional hyperlinked pages or pop-up windows (collectively, this "Website") have been primarily derived from Form ADV and/or Form U4, as reported by the referenced firm and/or advisor as well as public...
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Summit Financial: A Financial Advisory firm in San Mateo, California