Summit Wealth Management Group, Inc.
Company

Summit Wealth Management Group, Inc.

Financial Services Camarillo, Ca 4 employees
Employees
4
Contacts
2
Emails
2
Phones
1

Summit Wealth Management Group, Inc. Overview

Headquarters
Camarillo, Ca
Industry
Financial Services
Employees
4
Founded
1986
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Summit Wealth Management Group, Inc.

We provide objective financial planning and investment advice, based on a thorough understanding of clients' unique circumstances. We offer the benefit of our experience, education, and professional training to help people pursue their personal financial goals. The financial consultants of Summit Wealth Management Group are registered representatives with and securities offered through LPL Financial, Member SIPC (sipc.org). Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial. The financial professionals associated with Summit Wealth Management Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Summit Wealth Management Group, Inc. Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
1
50.0% coverage

Summit Wealth Management Group, Inc. Org Chart

Sample employees and titles
Name Title Contact
Neil Westerman Client Services Associate at Summit
Email
Jerry J. Zins, Jr. Certified Financial Planner™, Cfp®
Email Phone

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