Summerfield Wealth Advisors is a unique boutique financial services firm. Here, we play to our strengths and utilize the resources we have in order to create a custom approach for investment and insurance planning.
Specialties Include: Wealth Management | Asset Management | Cash Management | Education Planning | Estate Planning | Family Consulting | Institutional Services | Philanthropic Services | Retirement Planning | Socially Responsible Investing | Stock Plan Services | Life Insurance Planning
Summerfield Wealth Advisors, LLC., offers products and services using the following business names: Summerfield Wealth Advisors, LLC. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Summerfield Wealth Advisors, LLC.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.
Company Details
- Employees
- 7
- Address
- 7092 Summerfield Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.swa.llc
- HQ
- Summerfield, North Carolina
- Competitors
- Malzahn Strategic, Emerging Africa Capital, Huskey Financial - Consulting & Wealth Management, Gunter Financial Services / A Partner of Oak Crest Advisors, Heritage Risk & AML Services, Hoopis Group, Blossoming Management Consulting, UiSEE Management Consulting Inc, Adams | Howell, Guardian Financial Partners.
Summerfield Wealth Advisors Questions
Summerfield Wealth Advisors's website is http://www.swa.llc
Summerfield Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/summerfield-wealth-advisors
Summerfield Wealth Advisors has
7 employees.
View email and phone details for 7
employees at Summerfield Wealth Advisors.
Summerfield Wealth Advisors's industry is
Financial Services
Summerfield Wealth Advisors's top competitors are
Malzahn Strategic,
Emerging Africa Capital,
Huskey Financial - Consulting & Wealth Management,
Gunter Financial Services / A Partner Of Oak Crest Advisors,
Heritage Risk & Aml Services,
Hoopis Group,
Blossoming Management Consulting,
Uisee Management Consulting Inc,
Adams | Howell,
Guardian Financial Partners.
Summerfield Wealth Advisors's categories are Financial Services
