Summerfield Wealth Advisors
金融服务
Summerfield，North Carolina 1,342 位关注者
Independent financial planning firm dedicated to improving the quality of people’s lives.
关于我们
Summerfield Wealth Advisors is a unique boutique financial services firm. Here, we play to our strengths and utilize the resources we have in order to create a custom approach for investment and insurance planning. Specialties Include: Wealth Management | Asset Management | Cash Management | Education Planning | Estate Planning | Family Consulting | Institutional Services | Philanthropic Services | Retirement Planning | Socially Responsible Investing | Stock Plan Services | Life Insurance Planning Summerfield Wealth Advisors, LLC., offers products and services using the following business names: Summerfield Wealth Advisors, LLC. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Summerfield Wealth Advisors, LLC.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.
- 网站
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https://www.swa.llc
Summerfield Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Summerfield，North Carolina
- 类型
- 私人持股
地点
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主要
获取路线
7092 Summerfield Rd
B
US，North Carolina，Summerfield，27358
Summerfield Wealth Advisors员工
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Kyle Anderson
I assist professionals with insurance and planning strategies.
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John Mazza
Specializing in Investments | Financial Planning | Executive Benefits | Life Insurance I Disability Income Insurance | Retirement Plans | Planning…
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Stephen Howard
Administrative Assistant at Summerfield Wealth Advisors
动态
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Did you know coffee is a commodity? If you're curious about how key commodities like gold, oil, and lumber have been performing since 2019, check this out. This article breaks down the trends and shows how volatile markets can be over time. Whether you’re an investor or just interested in the global economy, the insights here are worth checking out. ???? #Commodities #MarketTrends #InvestingInsights #FinancialEducation https://lnkd.in/eAVn5SFZ
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Keep Your Heart Healthy This February! In honor of American Heart Month, I’ve found the perfect Spotify playlist to get your heart pumping—and it doubles as a CPR rhythm guide! These songs have the ideal BPMs to help you sync with the recommended chest compression rate during CPR. It’s a fun way to stay mindful of heart health while jamming out to some great tunes. #AmericanHeartMonth #CPRBeats #HeartHealth #StayAlive #HealthyHeart https://lnkd.in/gg56r2FZ
CPR Songs (Clean)
https://spotify.com
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Well, this is an interesting way to look at the markets! In the Chinese calendar, it's the year of the snake, which represents transformation, wisdom, and intuition. This article reviews the markets against the Chinese Zodiac calendar, and the results might surprise you. We'll give you a hint of the best years. Oink. https://lnkd.in/gqDUpKja
Visualized: Average S&P 500 Return by Zodiac Year
https://www.visualcapitalist.com
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Whether you're spending Valentine's Day with someone special or treating yourself, this Spotify playlist is the perfect soundtrack for the month of love. From classic love songs to modern hits, it’s all about the good vibes and heartwarming tunes. There are some of our favorites on there (especially #9), let us know yours! #ValentinesDay #MonthOfLove #LoveSongs #FeelGoodMusic #SpotifyPlaylist https://lnkd.in/gyWYH6mK
Hopeless Romantic Love Mix
https://spotify.com
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Scammers are posing as utility companies, threatening to turn off your electricity, water, or gas unless you make an immediate payment. ??? They may pressure you to pay via prepaid cards or wire transfers—don’t fall for it! Utility companies will never demand instant payment this way. If you receive one of these calls, hang up and contact your utility provider directly to confirm your account status. They often target older customers and seniors so be sure to let the elders in your family know. #UtilityScam #CyberSecurity #FraudPrevention #StaySafe #FinancialFraud
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We're all guilty of it, it's been a long day, you're tired from work, there's plenty of food in the pantry but the idea of cooking makes your blood drain. In comes Uber Eats or DoorDash but the markup on those is astronomical so if you use them often, it can be a real drain on your wallet. Here's a few other money suckers to avoid. Not to say that you can't indulge in these every once in a while, but if you can avoid these most of the time, it can mean more money in your pocket to put toward more important things.
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