Brent R. George,  CFP<sup>&reg;</sup> - Financial Advisor

Brent R. George, CFP®

AWMA®, AIF®

Financial Planner

Summit Pointe Advisors

100 Sterling Pkwy, Ste 307
Mechanicsburg, PA 17050-2903
FINANCIAL ADVISOR'S WEBSITE
(717) 791-3365

General

Brent George is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Pointe Advisors in Mechanicsburg, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AWMA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

MML Investors Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Startup, Life Planning, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth

More

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