Summit Financial Advisors

109 Baldwin Avenue
San Mateo, CA (California) 94401-3821

(650) 357-9412 (Primary Phone)

Business Details

4 years

Since 2011

Rafael Velez (Owner)

Products:	Boat Loans, Student Loans, Credit Cards, Equity Loans, Checking Accounts, 401K, Futures, Commodities, Index Funds, Government Securities, Pension Plans, Stocks, Savings Accounts, Business Loans, Options, Home Loans, Mortgages
Product Features:	Accounting, Research
Services:	Estimates, Bookkeeping, Asset Management, Stocks, Savings Accounts, Mortgages, College Funding, Indexes, Wealth Management, Estate Planning, Brokerage Services, Income Planning, Insurance, Corporate Services, Accounting, Business Services, Commercial Loans, Debt Management, Evenings, Financial Planning, Home Loans, Options, Research
Service Features:	Insurance, Insured
Specialties:	Accountants, Asset Management, Banking, Coins, Commodities, Consultations, Debt Management, Estate Planning, Insurance, Research, Social Security, Stocks, College Funding
Programs Offered:	Accounting, Insurance
Groups Served:	Masters
Professionals on Staff:	Accountants, Masters
Certifications:	Licensed, Insured
General Content:	Coins, Savings & Loan Associations
Credit Rating:	Very Good
Sales Volume:	1M - 2M
Employee Size Range:	5-9
Franchise/Chain:	Standalone
Number of PC's:	2-9
Fortune 500:	No
Ethnicity:	Hispanic

Additional Categories

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