Summit Capital Financial & Insurance Services Email Formats
Financial Services • 
Bishop, California, United States • 1-10 Employees
Key Contact at Summit Capital Financial & Insurance Services
Lindsey M. M. Sherer
Managing Director
Company overview
| Headquarters | 308 W Line St, Ste 5, Bishop, California 93514, US |
| Website | |
| NAICS | 52 |
| Founded | 2016 |
| Employees | 1-10 |
About Summit Capital Financial & Insurance Services
Lindsey M. M. Sherer, a CERTIFIED FINANCIAL PLANNER™ professional understands that individuals face unique challenges before and after retirement. Lindsey can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, preserve your assets, or build a retirement income, Lindsey's personalized service focuses on your needs, wants, and long-term goals. CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in most areas of financial expertise and must accrue hundreds of hours of experience prior to earning their certification. Lindsey can help you create a financial life of design and not default...we look forward to hearing form you!
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Summit Capital Financial & Insurance Services has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Summit Capital Financial & Insurance Services has never raised funding before.
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