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Summit Wealth Management IncFinancial advisor in Fredonia, NY

Summit Wealth Management Inc is a financial advisor at 35 E Main Rd, Fredonia, NY 14063. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fredonia, NY0 paid placements in any rankingHow we rank

Key facts

Key facts about Summit Wealth Management Inc
Address35 E Main Rd, Fredonia, NY 14063Get directions
Phone(716) 679-7770
Websitesummitwmi.com
HoursMonday to Friday: 9 AM – 5 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Stockbrokersadditional Google category

Service area

Serves Fredonia and 2 towns within 25 miles: Dunkirk and Jamestown.

Based in Fredonia, NYView on map

Opening hours

Opening hours for Summit Wealth Management Inc
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Summit Wealth Management Inc

What are Summit Wealth Management Inc’s hours?

Summit Wealth Management Inc is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summit Wealth Management Inc serve?

Serves Fredonia and 2 towns within 25 miles: Dunkirk and Jamestown. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Summit Wealth Management Inc?

Call Summit Wealth Management Inc on (716) 679-7770. The business is at 35 E Main Rd, Fredonia, NY 14063. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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