Verified recordFinancial Services

Kate Feeney

Vice President, Wealth Advisor at Summit Place Financial Advisors

Based in Summit, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Summit

Industry

Financial Services

Company size

10

Contact information

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Email

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k•••••••@summitplacefinancial.com

Phone

5 credits

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Background

About Kate Feeney

At Summit Place Financial, we serve successful families and individuals who need more than standard financial advice. We provide individualized, multi-generational strategies—often including your children and grandchildren—as part of a deeply personal relationship. We work with a select group of clients, offering expert guidance and customized solutions, never commissioned products, always acting as your fiduciary.

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