California > Los Angeles > The Summa Group of Oppenheimer & Co. Inc

The Summa Group of Oppenheimer & Co. Inc

Verified Listing

(310) 446-7501
10880 Wilshire Blvd
Fl 24
Los Angeles, CA 90024
Category: Finance & Legal:Financial Services:Financial Advisory Services


About

For the past 20 years, the team of the Summa Group have attended to the financial needs of our clients. We expect to deliver extraordinary service and performance from our dedicated team of service professionals and financial advisors that comprise the Summa Group. We are honored and committed to help you grow, preserve and plan the succession of your wealth as your trusted financial advisor.


Products And Services

With financial success often comes the challenge of making difficult decisions that affect your financial stability and the lives of the people you care about. Many affluent individuals and family estates find they have less and less time to manage the increasingly complex nature of wealth. The Summa Group is committed to giving our clients back the sense of wealth as a source of freedom and opportunity. We’ll help you explore opportunities to preserve, grow and transition your wealth in ways that may be important to you. We offer a tailored platform based on the financial services and resources for affluent individuals and family estates, which include:

Financial Solution Services

Asset Management Services

Retirement Services

Estate & Succession Services

Institutional Client Services



Languages Spoken

English


Year Founded

2003


Number Of Locations

1


Number Of Employees

10


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