Summit Financial & Insurance Services
-
3 Point Drive Suite 301
, Suite 301
Brea, CA 92821 - (714) 581-8685
- Website
Hours
Chamber Rating
About
Summit Financial & Insurance Services
Our Primary Purpose Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Our Primary Purpose We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Contact Info
- (714) 581-8685
- Website
Services
- 401(k) & 403(b) Plan Reviews
- Disability Insurance
- Employer Plan Reviews
- Financial Planning
- Goal Setting
- IRA & Retirement Plan Distributions
- IRA/401(k) Rollovers
- IRAs/Roth IRAs
- Life Insurance
- Long Term Care Insurance
- Optimizing Charitable Gifts
- Portfolio Design
- Wealth Distribution
Questions & Answers
Q What is the phone number for Summit Financial & Insurance Services?
A The phone number for Summit Financial & Insurance Services is: (714) 581-8685.
Q Where is Summit Financial & Insurance Services located?
A Summit Financial & Insurance Services is located at 3 Point Drive Suite 301, Suite 301, Brea, CA 92821
Q What is the internet address for Summit Financial & Insurance Services?
A The website (URL) for Summit Financial & Insurance Services is: https://www.summitfis.com/
Q What days are Summit Financial & Insurance Services open?
A Summit Financial & Insurance Services is open:
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Hours
Ratings and Reviews
Summit Financial & Insurance Services
Overall Rating
Overall Rating
( 0 Reviews )Write a Review
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