Striving to create the ultimate retirement planning experience one relationship at a time. We strive to expand our knowledge base to continually add tremendous value to our clients and their employees. One of the ways this is reflected is through obtaining and maintaining professional designations that pertain to our retirement plan services.
We are humbled to have been recognized both collectively as an organization, Summit Group Retirement Planners, Inc., and individually for accomplishments serving the retirement plan communities around the country. Our Resource page offers information on: Retirement, Estate Planning, Investments, Insurance, Tax, Money, and Lifestyle as well as a glossary.
We are humbled to have been recognized both collectively as an organization, Summit Group Retirement Planners, Inc., and individually for accomplishments serving the retirement plan communities around the country. Our Resource page offers information on: Retirement, Estate Planning, Investments, Insurance, Tax, Money, and Lifestyle as well as a glossary.
Services
Anthony Fiorenza earned a Bachelor of Science in General Program from Villanova University, and a Master of Arts in Psychology from West Chester University of PA. He started his professional career at The Vanguard Group of Investment Companies conferring with employers on the design an setup of their retirement programs.
Summit Group Retirement Planners, Inc. was founded with the goal of serving employer's and employees as specialists in retirement plans. We are striving to create the ultimate retirement planning experience one relationship at a time. Every relationship matters and every person we have the opportunity to serve is important to us.
We collaborate with employers on the design, installation, communication and investment over-site of their qualified retirement plans. We also assist employers in establishing and servicing non-qualified deferred compensation plans. These can be utilized when a 401(k) plan has testing issues. Also they are powerful recruitment and retention tools to attract and secure important talent in the form of key employees.
F4 strives to accomplish it's Vision of eradicating world hunger by connecting sources of food to recipients in need through food recovery and food drives. F4 partners with businesses, other non-profit organizations, neighborhoods, and individuals to confidante non-perishable food drives to benefit local food banks and shelters in need at no cost.
Anthony Fiorenza serves on the Foundation for Catholic Education board. Both Anthony and Derek contribute to the Foundation For Catholic Education as do their companies: Summit Group Retirement Planners, Inc; The Summit Group Associates, Inc.; and Infinity Benefits Group, Inc. The distribution of EITC and OSTC funds has increased dramatically over the past five years.
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