Summit Rockwall Wealth Managers
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Financial Planners, Financial Services, Investments
1101 Ridge Rd Ste 203-204, Rockwall, TX 75087
972-636-1423
CLOSED NOW:
Today: 9:00 am - 6:00 pm
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Your Hometown MVP- Most Valued Planner
- General Info
- George is an award winning financial planner with over 20 years experience. Investments: Market, Fixed Income and Real Estate Planning Services: Financial, Tax, Estate and Education • Recognized "Texas Financial Leader" Forbes Magazine • Named "Five Star Wealth Manager" Texas Monthly • Featured "DFW Financial Section" Forbes Magazine • Recognized Riter C. Hulsey Award Winner for his integrity & loyalty to clients
- Hours
- Regular Hours
Mon - Fri: Sat: - Categories
- Financial Planners, Financial Services, Investments, Life Insurance, Retirement Planning Services
- Services/Products
- Investments: Market, Fixed Income and Real Estate Planning Services: Financial, Tax, Estate and Education
- Payment Options
- Associations
- • George and Victoria Warner Scholarship Fund • International Assoc. of Registered Financial Consultants • National Institute of Certified Estate Planners • Financial Planning Association • National Association of Estate Planners & Councils • Lifetime Member National Eagle Scout Association • Wesleyan Fund Advisory Board
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