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David L. Fadel, MBA, CFP®

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

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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

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