Summit Financial & Insurance Services LLC

EST. AUM
$280,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website summitfis.com
Client types

Overview

Summit Financial & Insurance Services is a California-based financial advisory practice that provides personalized financial planning and investment solutions. The firm caters to individual investors, business owners, and clients undergoing major life transitions such as retirement, divorce, or the sale of a business. Summit joined The AmeriFlex Group®, a hybrid RIA platform partnered with Cambridge Investment Research.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Summit Financial & Insurance Services LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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