[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > New York > Amherst > David L. Fadel, MBA, CFP®

David L. Fadel, MBA, CFP®

Planner List SAVED PLANNERS (0)

Summit Financial Strategies, Inc.

100 Corporate Pkwy

Ste 314

Amherst, NY 14226-1200

Phone: (716) 636-0169

Fax: (716) 636-8210

Toll-free: (716) 636-8210

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties

Comprehensive Financial Planning
Attending College
Charitable & Planned Giving
Annuities
Asset Allocation
Investment Management
Estate Planning
Employee Benefits
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Long-term Care

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

Terms of Use | Glossary | Provide Feedback