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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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DETAILS

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
Data provided by one or more of the following: Thryv, Data Axle, Yext.