CUSTOM FINANCIAL APPROACH.

Summerfield Wealth Advisors is a unique boutique financial services firm.

Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

INVESTMENT PLANNING

INSURANCE PLANNING

RETIREMENT PLANNING

OFFERS & NEGOTIATION

Feel like taking it easy, financially easy?

Here, we play to our strengths and utilize the resources we have to create a custom approach for investment and insurance planning.

The firm’s founder, John Mazza, uses his knowledge, commitment, and background in investments and education to help you develop and understand the nature of your investments.

Not only is John committed to helping you grow and conserve your wealth, he’s committed to helping provide peace of mind when life events happen.

Specialties include:

  • WEALTH MANAGEMENT

  • ASSET MANAGEMENT

  • CASH MANAGEMENT

  • EDUCATION PLANNING

  • ESTATE PLANNING

  • FAMILY CONSULTING

  • INSTITUTIONAL SERVICES

  • PHILANTHROPIC SERVICES

  • RETIREMENT PLANNING

  • SOCIALLY RESPONSIBLE INVESTING

  • STOCK PLAN SERVICES

  • LIFE INSURANCE PLANNING

FINRA INFORMATION:
*Representatives offer products and services using the following business names: Summerfield Wealth Advisors, LLC. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA / SIPC– securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Summerfield Wealth Advisors LLC. or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.