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 Medical, Small Business Consulting, Stock.

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 Representation, Term Life Insurance, Deposit Services 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

  • Real Estate Loans , Mortgage Investments , Commodities , Business Accounts , Checking Accounts , Futures , Key Man Policies , Treasury Bonds , CDs , Savings Accounts

SERVICES

  • Disability Insurance , Term Life Insurance , Accident Coverage , Institutional Services , Bill Payment Services , Refund Anticipation Loans , Representation , Long Term Care Insurance , Deposit Services , Long Term Planning

BRANDS

  • Peachtree , State Farm , Travelers , Quicken , Prudential

SPECIALTIES

  • Small Business Consulting , Estate Planning & Trusts , Vision , Agriculture , Stock , Computer Consulting , Medical , Warehouses , Retail , Sole Proprietorships
 
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