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Shawn G. O’Keefe is a CO & MN Investment Advisor Representative. CRD# 2494631.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 425 S Cherry St,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- summitws-co.com
- Keywords
- Investments, Annuities, Life Insurance, Retirement Plans, Low cost mutual funds, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Group Beneftis, 401K's, Premium Financing, ESOP's, Business Exit Planning, Ret. Income Dist. Planning, Tax Reduction Strategies, Cost of Care Planning, Fee Based Planning, Buy/Sell Planning, Executive Benefits, Educational Process, Retirement Planning.
- HQ
- Denver, Colorado
Summit Wealth Strategies™, Llc Questions
Summit Wealth Strategies™, Llc's website is summitws-co.com
Summit Wealth Strategies™, Llc's LinkedIn profile is https://www.linkedin.com/company/summit-wealth-strategies-llc
Summit Wealth Strategies™, Llc has
4 employees.
View email and phone details for 4
employees at Summit Wealth Strategies™, Llc.
Summit Wealth Strategies™, Llc's industry is
Investment Management
Summit Wealth Strategies™, Llc's top competitors are
Obermeyer Wealth Partners,
Moneta,
Arax Investment Partners,
Spruceview Capital Partners Llc,
Denver Private Wealth Management,
Horizon Wealth Advisors,
Dechtman Wealth Management,
Integrity Wealth Solutions,
Summit Wealth Strategies,
American Portfolios Denver.
Summit Wealth Strategies™, Llc's categories are Investment Management
Summit Wealth Strategies™, Llc's founding year is 2014
