Summit Wealth Management

Bayview Financial Group, located in Jamestown, NY, is your trusted partner for comprehensive financial services and expert guidance. As experienced financial planners and advisors, we offer a wide range of investment services tailored to meet your unique financial goals. Our expertise spans various investment vehicles, including bonds, common stocks, and government securities. We specialize in retirement planning, offering diverse IRA options such as Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. Bayview Financial Group also provides expert assistance with college plans, estate planning, and profit-sharing strategies.

Weinberg Financial Group is a dedicated health insurance company located in Jamestown NY. They specialize in providing comprehensive health coverage options tailored to meet the needs of individuals and families. With a focus on customer service and personalized support Weinberg Financial Group aims to simplify the insurance experience for their clients. Generated from this place's information

Farrell Financial LLC, located in Orchard Park, NY, specializes in providing customized investment solutions tailored to meet each client's financial goals. With a disciplined and rational investment approach, they emphasize building long-term wealth through independent and unbiased recommendations. The firm offers a range of products, including stocks, bonds, and mutual funds, along with services such as retirement planning and socially-conscious investing. Their mission is to empower clients by providing clarity, goal-oriented analysis, and regular progress reports to ensure financial peace of mind. Generated from the website