Elaina Formichella
Client Service and Operations Manager at Summit Place Financial Advisors
Based in Caldwell, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Caldwell
Industry
Financial Services
Company size
10
Contact information
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e•••••••@summitplacefinancial.com
Phone
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Background
About Elaina Formichella
When the complexities of your success demand more from your financial advising, Summit Place Financial Advisors has the expertise and ideas you seek. We work with elite families that need comprehensive and individualized solutions. Our multi-generational approach also includes your children and grandchildren as part of our personalized relationship with you. We work with a select group of clients- not hundreds. We offer solutions and strategies- never commissioned products. Yes, we are your fiduciary!
Decision-makers
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Liz Miller
Founder and President · General Business & Management
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