search

Summa Global Advisors

Unclaimed vendor Unclaimed
Reviews pending

Summa Global Advisors Products (1)

   
search

International Retirement

Product Description

Show More

About this product

×

Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

0 RFI Questions RFI questions

RFI questions number is Locked

0 Specific Questions Specific Questions tooltip

Lock

Product Features

Not Provided.

Summa Global Advisors Info

Founded:

2008

Funding Summary:

Not Provided

Location:

12901 SE 97th Ave, Suite 390, Clackamas, OR 97015, US

Links:

Employees:

Not Provided
We are an SEC registered investment advisory (RIA) firm providing customized investment advisory and comprehensive financial planning services.Summa Global's mission is to create and preserve wealth for our clients. We work with each client to develop investment strategies and customize... Show More

About this vendor

×
We are an SEC registered investment advisory (RIA) firm providing customized investment advisory and comprehensive financial planning services.Summa Global's mission is to create and preserve wealth for our clients. We work with each client to develop investment strategies and customize portfolios that help meet their financial and life goals. We also act as the intermediary with our clients' trusted tax and legal advisors.

Streamline Your Vendor Selection

Our team of experts can help you choose the right vendor for your business. Let’s get in touch!