Summit Financial & Insurance Services

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Summit Financial & Insurance Servicesameriflex2024-12-30T01:01:53+00:00

Summit Financial & Insurance Services

Contact Us Now

Phone:
(714) 581-8685

Email Us
Gerald M Kleber Jr.
JerryK@summitfis.com

Raz Bracha
RazB@summitfis.com

Leah Pattison
LeahP@summitfis.com

Address:
3 Point Drive
Suite 302
Brea, CA 92821

Web Site:
summitfis.com

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: AmeriFlex@AmeriFlex.com
Web: AmeriFlex

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, TX, TX, UT, VT, VI, VA, WA, WV, WI, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.