Business ProfileforSummit Financial Consultants., Inc.
At-a-glance
Related Categories
Overview
Summit Financial Consultants is a boutique wealth advisory firm that works best with individuals who have one common goal : financial independence. They exist because many successful professionals anticipate the complexity that increasing wealth brings. Their integrated team-based approach helps clients in maximizing their wealth to spend more time enjoying their achievements of life and work. They are about helping our clients define their most valuable asset, time.
Business Details
- Location of This Business
- 3075 Townsgate Rd. Suite, Westlake Village, CA 91360
- BBB File Opened:
- 7/26/2001
- Years in Business:
- 39
- Business Started:
- 10/1/1985
- Business Started Locally:
- 10/1/1985
- Business Incorporated:
- 10/1/1985
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of C1352848 for this business, issued by Department of Corporations
These agencies may include:
Department of Corporations
320 West 4th Street
Los Angeles CA 90013
Fax: (213) 5767178
BBB records show a license number of 0565975 for this business, issued by Department of InsuranceThese agencies may include:
Department of Insurance
300 South Spring Street, South Tower
Los Angeles CA 90013
- Type of Entity:
- Corporation
- Alternate Business Name
- Sorensen Wealth Management
- Business Management
- Mr. Neil Elmouchi, Owner/CEO & Chairman
- Ms. Kimberly Lau, Owner/COO
- Mr. Karl Orlowski, Owner/Wealth Advisor
- Contact Information
Principal
- Mr. Neil Elmouchi, Owner/CEO & Chairman
- Ms. Kimberly Lau, Owner/COO
Customer Contact
- Ms. Kimberly Lau, Owner/COO
- Additional Contact Information
Fax Numbers
- (805) 418-4570Primary Fax
Email Addresses
- Primary
- (805) 418-4570
Customer Complaints
0 Customer Complaints
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