SummitBridge Financial Education & Protection
SummitBridge Financial Education & Protection
A SummitBridge Financial Group, LLC company
SummitBridge Financial Group, LLC
PO Box 780637, Orlando, FL 32878-0637
Telephone 321-780-8440
I always want to be upfront with you — I’m licensed to help with insurance and retirement‑income products, but I don’t sell or manage investments, and I don’t give investment advice. I don’t hold securities licenses like the Series 6, 7, or 65, so anything we talk about will stay strictly within insurance solutions and general financial education. If you ever need guidance on stocks, mutual funds, or investment strategies, I’ll point you to a qualified investment professional who can give you advice that fits your situation.