Get the Financial Advice and Services You Need.

We can help you improve your personal finances, whether you’re new to financial planning or experienced!  Our address and contact number is provided below, but we’d also love to hear from you by email as well.

7092 Summerfield Rd. Ste B

Summerfield NC 27357

336.262.5459

     

    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.