Summit Lake Financial Management Group

Summit Lake Financial Management Group

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A financial advisory practice of Ameriprise Financial Services, LLC

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06/10/2020

Educational Video: Unemployment During COVID-19

Our goal for this video is to help those out of work navigate this transition, step-by-step, including:
- COVID-19 Support
- Cash Flow Sources
- Taxes
- Support for Debt Payments
- Health Insurance & Retirement Account Options

Look out for more educational videos from David Lasco, CFP, CRPC, on more personal finance topics, coming soon!



Legal file 3089563

03/28/2018

Being well-prepared for the expected and the unexpected in life can help you rest easier. Let’s plan your confident financial future together.

Photos 03/26/2018
03/23/2018

Small business owners take risks every day. We help business owners create custom retirement plans and protect against business/personal financial risks.

The New Tax Law: How It May Impact You 03/19/2018

Here are several key areas of the new tax law that may affect you:

The New Tax Law: How It May Impact You The new tax legislation may have impacts to you. Here are key areas you may want to consider.

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Address


100 Summit Lake Drive, Suite 150
Valhalla, NY
10595

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm