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Home > Financial Planner Directory > New York > Melville > Robert P. Barthels, CFP®,CPA
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Robert P. Barthels, CFP®,CPA

Summit Financial Services, Inc.

1895 Walt Whitman Rd.
Melville, NY 11747
Phone: (631) 420-4242 x 207
Fax: (631) 420-4243

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A

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