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 Stock, Sole Proprietorships, Estate Planning & Trusts.

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 Tax Return Preparation, Risks Coverage, Direct Debit 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

  • Key Man Policies , Automobile Loans , Personal Loans , Real Estate Loans , Business Accounts , Life Insurance , Profit Sharing Plans , Certificates Of Deposit , Government Securities , Combination Policies

SERVICES

  • Bill Payment Services , Tax Return Preparation , Income Planning , Training , Institutional Services , Business Start Ups , Investment Planning , Direct Deposit , Direct Debit , Risks Coverage

BRANDS

  • State Farm , Travelers , Mutual Of Omaha , Quicken , The Hartford

SPECIALTIES

  • Sole Proprietorships , Sales Tax Issues , Estate Planning & Trusts , Children & Teens , Management Consulting , Stock , Real Estate , Non-Profit , Independent Contractors , Business Management Consulting
 
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