Broker Check

6591 Cherry Street
Victor , NY 14564

Summers Financial Services

(585) 924-7781

 

Team

At Summers Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

John A. Summers, LUTCF

Owner/Registered Representative

(585) 924-7781

(585) 924-2624

John Summers is Securities Licensed in CA, CO, FL, MA, NC, NY, SC, VA, PA.

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Chris Priest is securities licensed in NY, VA, GA, KS.

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Robert Dunton

Health Insurance Specialist

(585) 924-7781

(585) 924-2624

Bio coming soon!

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