Get in Touch
We welcome your questions and inquiries about our financial advisory services. Please use the form below to contact us, and we'll respond within one business day.
Send Us a Message
Additional Information
Response Time
We typically respond to all inquiries within one business day. For urgent matters, please call us directly at the number provided below.
Types of Inquiries
We welcome questions about our services, consultation scheduling, financial planning frameworks, and general inquiries about working with Summit Ledger.
Direct Contact
Prefer to speak with us directly? You can reach our team during business hours:
+1 (212) 847-3926
Monday - Friday, 9:00 AM - 5:00 PM EST
Office Location
350 Fifth Avenue, Suite 5100
New York, NY 10118
United States
By appointment only
Frequently Asked Questions
What should I include in my message?
Please provide a brief overview of your financial planning needs or questions. The more context you can share, the better we can prepare for our conversation and provide relevant guidance.
Is there a fee for the initial consultation?
Our initial consultation is complimentary. This conversation allows us to understand your needs and determine whether our services align with your objectives. There is no obligation to proceed with our services after the consultation.
How do you handle confidential information?
We treat all communications with strict confidentiality. Your personal and financial information is protected in accordance with our Privacy Policy and industry best practices.
Can I schedule a consultation through this form?
Yes, you can use this form to request a consultation. Please mention your preferred times and dates in your message, and we'll work to accommodate your schedule.