Summa Wealth Management

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0.0000 stars - based on 0 reviews
7537 N Richmond Ave Portland, Oregon 97203
(503) 517-9915
 
 

About

Summa Wealth Management is located at the address 7537 N Richmond Ave in Portland, Oregon 97203. They can be contacted via phone at (503) 517-9915 for pricing, hours and directions. Summa Wealth Management specializes in Mutual Funds, Small Business Consulting, Trusts.

Summa Wealth Management has an annual sales volume of 501K - 999,999. .

Summa Wealth Management provides Brokerage Services, Direct Deposit, Transfer Funds to it's customers. For maps and directions to Summa Wealth Management view the map to the right. For reviews of Summa Wealth Management see below.

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Business Features

PRODUCTS

  • Commodities , Senior Plans , Industrial Policies , Tax Free Investments , Real Estate Mutual Funds , CDs , VA Loans , Mutual Funds , Student Loans , Treasury Bonds

SERVICES

  • Installation , Accounting , Accident Coverage , Commercial Services , Brokerage Services , Rollovers , Direct Deposit , Account Inquiries , Transfer Funds , Financing Available

BRANDS

  • Quickbooks , Microsoft , Peachtree , Prudential , The Hartford

SPECIALTIES

  • Mutual Funds , Small Business Consulting , Sole Proprietorships , Crime , Long-Term Care , Business Management Consulting , Investment Planning , Hospital Intensive Care , Trusts , Equipment Breakdown
 
Information

CONTACT INFORMATION

Phone: (503) 517-9915

ADDITIONAL INFORMATION:

Employee Size: 1 To 4

Exact Employee Count: 2

Exact Sales Volume: 160000

Location Type: Single Location

Sales Volume: 501K - 999,999

CATEGORIES:

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