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 Avocations, Business Management Consulting, Elder 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 Term Life Insurance, Business Accounting, Direct Deposit 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

  • Municipal Bonds , Key Man Policies , Certificates Of Deposit , Annuities , Automobile Loans , Rollover Plans , Surety Bonds , Credit Cards , Agency Bonds , Stocks

SERVICES

  • Credit Counseling , Term Life Insurance , Investment Planning , Direct Deposit , Electronic Filing , Business Tax Returns , Business Accounting , Employee Benefits & Pensions , Asset Management , Accident Coverage

BRANDS

  • Mutual Of Omaha , Prudential , Metlife , Great Plains , The Hartford

SPECIALTIES

  • Restaurants , Probate, Wills & Estates , Long-Term Care , Investment Planning , Avocations , Business Management Consulting , Vision , Elder Care , Management Consulting , Stock
 
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