Summit Wealth Management Llc

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0.0000 stars - based on 0 reviews
2208 University Blvd Birmingham, Alabama 35233
(205) 776-0100
 
 

About

Summit Wealth Management Llc is located at the address 2208 University Blvd in Birmingham, Alabama 35233. They can be contacted via phone at (205) 776-0100 for pricing, hours and directions. Summit Wealth Management Llc specializes in Retirement Planning, Educational Savings Plans, Hospital Intensive Care.

Summit Wealth Management Llc has an annual sales volume of 0 - 500K. .For more information contact Gerry Kassouf, Finance Executive

Summit Wealth Management Llc provides Financial Services, Financial Management, Electronic Filing to it's customers. For maps and directions to Summit Wealth Management Llc view the map to the right. For reviews of Summit Wealth Management Llc see below.

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Business Features

PRODUCTS

  • Automobile Loans , Employer-Sponsored Pensions , Group Policies , Individual Policies , Senior Plans , Real Estate Mutual Funds , Stocks , VA Loans , Tax Free Investments , Corporate Bonds

SERVICES

  • Financial Services , Business Start Ups , Immediate Coverage , Federal Returns , Power of Attorney , Financial Management , Short Term Planning , Electronic Filing , Tax Return Preparation , Private Banking

BRANDS

  • Peachtree , The Hartford , Quickbooks , Great Plains , Microsoft

SPECIALTIES

  • Sole Proprietorships , Accident , Hospital Intensive Care , Probate, Wills & Estates , Retirement Planning , Small Business Consulting , Mergers & Acquisitions Consulting , Educational Savings Plans , Medical , Short-Term Disability
 
Information

CONTACT INFORMATION

Phone: (205) 776-0100

ADDITIONAL INFORMATION:

Certifications: Registered Investment Advisor

Employee Size: 5 To 9

Exact Employee Count: 6

Exact Sales Volume: 250000

Location Type: Single Location

Sales Volume: 0 - 500K

CATEGORIES:

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Key Contacts
    • Gerry Kassouf
    • FINANCE EXECUTIVE
    • Phone: (205) 776-0100