Summit Investment Group & Raymond James Financial

130 Camino Escondido
Santa Fe, NM (New Mexico) 87501-2713

(505) 984-8232 (Primary Phone)

Business Details

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.

53 years

Since 1962

Jane Terry (President)

Products:	403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries
Services:	Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management
Professionals on Staff:	Analysts
Certifications:	Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
General Content:	126420Attr:financial Planning, Asset Management, Investment Advisory Service
Sales Volume:	500K
Employee Size Range:	2 (appx)

Additional Categories

Summit Investment Group & Raymond James Financial is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:

North American Industry Classification System (NAICS) Categories:

Standard Industry Classification (SIC) Categories:

Security Brokers, Dealers, And Flotation Companies > Security Brokers & Dealers > Stocks & Bond Brokers
Investment Advice > Financial Planning & Services > Financial Management
Specialty Outpatient Facilities, Nec > Family Planning & Birth Control Clinics > Family Planning Services

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