Summit Financial Strategies Inc
Legal Name: SUMMIT FINANCIAL STRATEGIES, INC
Full Contact Details
Summit Financial Strategies Inc
100 CORPORATE PARKWAY, SUITE 314, AMHERST, NY
716-636-0169
716-833-8010
Other Info
Summit Financial Strategies, Inc is a New York-based corporation with two advisory employees and one other staff member. The exact number of clients served by the firm is unknown. The firm's SEC status is marked as approved, signaling that it is registered to offer financial investment services. The company's SEC registration date is March 20, 2001.
TOGGLE MENU Home What We Do Who We Are Stock Options Our Location Contact Us Summit Financial Strategies Our clients interests always come first - People who wish to plan prudently for their financial future but are...too busy...don't feel they have the knowledge or expertise...or simply don't ha…
Direct Owners
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DAVID LE FADEL
CHIEF COMPLIANCE OFFICER owns 75% or more
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DAVID LE FADEL
PRESIDENT owns 75% or more
Firms Located Nearby
News
Top Holdings
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