Personal Information
Organization / Workplace
Greater New York City Area United States
Occupation
Financial Representative for Summit Financial Resources
Industry
Finance / Banking / Insurance
About
As part of Summit Financial, I draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. With exclusive access to world-class products and services such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, I can create a personalized and flexible approach that incorporates complementary financial solutions for each of my clients.
Having expert resources to draw upon is the key to my success. I work in collaboration with my team of expert advisors and specialists.
Clients rely on my knowledge and insight for guidance to help ...
Contact Details