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At Summers Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management analysis We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What's a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough... read more
6591 Cherry St, Victor, NY, 14564, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Wonderful Service John has done an amazing job changing my family’s financial tree. John maintains my life insurance, 529’s, UTMA, ROTH IRA accounts along with my daughter’s life insurance and my grandchildren’s 529’s.. He is by far one of the most sincerely authentic advisors who will go the extra mile for my financial success. ~ Debbie
John has done an amazing job changing my family's financial tree. John maintains my life insurance, 529's, UTMA, ROTH IRA accounts along with my daughter's life insurance and my grandchildren's 529's.. He is by far one of the most sincerely authentic advisors who will go the extra mile for my financial success. ~ Debbie
John has done an amazing job changing my family's financial tree. John maintains my life insurance, 529's, UTMA, ROTH IRA accounts along with my daughter's life insurance and my grandchildren's 529's.. He is by far one of the most sincerely authentic advisors who will go the extra mile for my financial success. ~ Debbie
Summers Financial Services has a 5 star rating with 4 reviews.
Summers Financial Services is closed now. It will open on Monday at 9:00 a.m.
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