Broker Check

6591 Cherry Street
Victor , NY 14564

Summers Financial Services

(585) 924-7781

 

Our Services

INSURANCE PRODUCTS

  • Life Insurance
  • Term Life
  • Whole Life
  • Universal Life
  • Short Term Disability
  • Long Term Disability Income Insurance Protection
  • Long Term Care Insurance

INVESTMENT PRODUCTS

  • Mutual Funds
  • Variable Annuities
  • Fixed and Equity Indexed Annuities
  • Securities Brokerage Services
  • Unit Investment Trust UIT
  • Money Market

RETIREMENT PLANNING

  • IRA'S, 403(B), ROTH IRA, ROTH 403(B)
  • Pension Maximization Strategies Using Life Insurance
  • Retirement Needs Analysis
  • Estate Planning
  • Retirement Income Planning

EMPLOYEE BENEFIT PRODUCTS

  • Group Health Insurance
  • NYS Health Insurance Broker
  • Group Life Insurance
  • Group Disability Insurance
  • Pension, Profit Sharing and 401(K) Plans
  • Single K, SEP IRA and Simple IRA Plans
  • Payroll Deduction Plans

COLLEGE FUNDING PRODUCTS

  • NY 529 college savings plans
  • College Cost Analysis and Strategies
  • EFC (Expected Family Contribution) Projection
  • Analysis of Investments and Alternatives
  • Financial Aid Analysis
  • FAFSA and CSS Profile coaching
  • College Debt & Student Loan Planning