Summit Financial Services

Summit Financial Services is a financial planner in Derry, NH. The firm specializes in assisting foreign financial institutions with U.S. tax regulations and market compliance. Their specific services include FATCA, QI, and CRS consultancy, U.S. tax filing services, U.S. markets consultancy, and assistance with U.S. brokerage entity establishment. The firm maintains a 5.00 rating.

Founded in 2015 by Wall Street professional Steve Sierszulski, the firm provides a one-stop service for U.S. market compliance and trading needs. The team includes Megan Sierszulski, J.D., LL.M., who serves as the Head of Legal and Compliance Services and brings experience in U.S. securities and tax law. Summit Financial Services supports brokers in locations including Hong Kong, Singapore, Australia, New Zealand, and the United States. Beyond tax compliance, the firm offers expertise in securities compliance and U.S. custodial broker communications.

The business is located on Nashua Road, near the Alan Bartlett Shepard Junior Highway and a short distance from Residential Park.

Summit Financial Services is recognized for its expertise and commitment to meeting complex tax compliance needs. The firm is known for providing personalized service and deep in-house knowledge to help global institutions navigate the complexities of U.S. tax law and IRS requirements.

With a dedicated approach to regulatory excellence, Summit Financial Services serves as a vital resource for international financial institutions seeking to navigate the U.S. market from Derry.