Summit Financial & Insurance Services

(714) 581-8685
3 Point Drive Suite 301, Brea, California, 92821

About us

Our Primary Purpose Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Our Primary Purpose We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

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