Company Email Format Management

Summit Wealth Management, Inc.

Financial Services Jamestown, New York, United States 12 employees

Employees: 12
Contacts: 1
Emails: 1

summitwmi.com LinkedIn

Summit Wealth Management, Inc. Overview

Headquarters: Jamestown, New York, United States
Website: summitwmi.com
Industry: Financial Services
Employees: 12
Founded: 1996
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning and Wealth Management

About Summit Wealth Management, Inc.

Summit Wealth Management, Inc. was formed by Douglas L. Schutte, ChFC and Luke J. Buehler in 1996. Our philosophy and focus is to help our clients develop and preserve the resources needed to lead more complete and fulfilling lives through in-depth evaluation of their financial situation and the implementation of a tailored financial plan. We specialize in Comprehensive Financial Planning and Wealth Management.

Summit Wealth Management, Inc. Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

Summit Wealth Management, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jennifer Abbate	Accounting & Finance Professional	Ashville, New York, United States	View
Kristin Hofgren	Branch Assistant at Summit Wealth	Jamestown, New York, United States	Email
Jacob Buehler		Buffalo, New York, United States	View