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Summit Financial Consultants

www.thewiseinvestor.net

 
Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

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Truity Credit Union

Truity Credit Union was founded in 1939 by the Jane Phillips Sorority in Bartlesville, OK. Mildred Hunt was the first treasurer and she conducted credit union business at her desk in the pipeline department at Phillips Petroleum Company during her lunch break and after hours. At that time a single quarter opened a savings account which allowed members to obtain unsecured loans up to $50. From these beginnings we have developed into a full service financial institution offering checking accounts, savings accounts, auto loans, home loans, credit cards and more. Today our branches and offices provide service to members in our communities of Bartlesville, OK, Lawrence, KS, Fayetteville and Springdale, AR, and Houston, TX. As we continue to grow we know it is important to be accessible and are committed to serve our members` needs in person and through our extensive suite of online services. Truity Credit Union stands squarely on our credit union`s foundation of Trust and Integrity. The Credit Union reports to its members, not shareholders looking to make a profit. Any profits we make are returned to our membership by providing lower loan rates, higher dividends, and lower fees. We promise to treat everyone with respect, to be accurate and secure with member information, and make it easy for all to do business with us.

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