Patricia Reilly

Client Services Specialist

Patricia (Trich) is a client service specialist at Summit Financial Services and joined our firm in 2019. She has twenty years of experience in financial services, working directly with clients and worked with us at our previous broker-dealer for many years.



Investment Updates

Company Info

Summit Financial Services, Inc
145 Pinelawn Road
Suite 345N
Melville, NY 11747
Phone: 631-595-5700
Fax: 631-595-5710


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