Summers Financial Services in Victor, NY
Summers Financial Services |
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(585) 924-7781 |
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10 E Main St Ste 101 Victor, NY 14564 |
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SERVICES
College Planning, Retirement Planning, Investment Services, Employee Benefits
BRANDS
Fidelity, American Funds, Oppenheimer Funds, Frankin Templeton, Principal, Prudential, Jonn Hancock
PRODUCTS
Health Ins. Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, 401(k) plans, Sep IRA, Single K, IRAs
SPECIALTIES
Securities offered through Leigh Baldwin & Co. LLC, member FINRA/SIPC
FAX
(585) 924-7781
SPOKEN LANGUAGES
English
ACCEPTED PAYMENT
Personal Checks
I Save Financial Lives
Insurance, Employee Benefits, College Planning & Financial Aid, Retirement Planning, Financial Planning, Investment services
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posted: Thursday, May 2 6:32am
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
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