INVESTMENT STRATEGIES FOR A CHANGING WORLD |
||
Request A QuoteNow you can request information on a variety of financial topics from the comfort of your own home. Please select a form from the adjacent menu to request additional information on a particular financial subject. Add specific details about your situation and we'll contact you in the next few days. If you are uncomfortable completing the form, please make sure you have entered your contact information so that we can call you to discuss your particular concerns. If you have other specific questions, please use the "Contact Us" link to drop us a line.
![]()
|
||
|
1500 NW Bethany Blvd.# 245 Phone: 503-466-1989 |

Securities and Investment Advisory Services offered by registered representatives and investment advisor representatives, respectively, of Walnut Street Securities, Inc. (WSS) (Member FINRA and SIPC) and a registered investment advisor. The Summit Financial Strategies is not an affiliate or WSS. Investment in any security involves risk, including the possible loss of principal.
L1011215248[exp1012]