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Company: Summit Group Retirement Planners, Inc. |
Registration No: CFX10735 |
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Address: 431 Exton Commons, Exton, PA, 19341, United States |
View Certificate |
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Web Site: http://www.sgretirementplanners.com |
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Registration Type: Investment Steward Certification |
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Program: The Summit Group Associates, Inc. 401(k) Plan |
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Current Registration Date: 08/29/2025 |
Initial Registration Date: 08/29/2020 |
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Registered Sites:
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If you have a complaint about a CEFEX-certified Investment Advisory firm, please click here to download our complaint procedure.
CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
Sales: 866-390-5080
Support: 844-394-9960