Location & hours
Updates & tips from Summers Financial Services
Small Business Tip
45% of all businesses with less than 99 employees have a retirement plan. I would like to help change this. Please give me a call to discuss the difference between a SEP IRA, Simple IRA, Single K, and which would work best for you.
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IRA season
It is IRA season, have you maxed yours out yet? If not let me show you how and why a Roth IRA may be the best kept secret for retirement planning. Securities offered through Leigh Baldwin&Co. LLC member FINRA/SIPC
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Reviews
Title
John has done an amazing job changing my family’s financial tree. John maintains my life insurance, 529’s, UTMA, ROTH IRA accounts along with my daughter’s life insurance and my grandchildren’s 529’s.. He is by far one of the most sincerely authentic advisors who will go the extra mile for my financial success. ~ Debbie
Title
John has done an amazing job changing my family’s financial tree. John maintains my life insurance, 529’s, UTMA, ROTH IRA accounts along with my daughter’s life insurance and my grandchildren’s 529’s.. He is by far one of the most sincerely authentic advisors who will go the extra mile for my financial success. ~ Debbie
