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Confidential Questionnaire FOR PROSPECTIVE CLIENTS ONLYSUMMIT FINANCIAL STRATEGIES 7965 N. High St. #350, Columbus, OH 43235 t: (614) 8851115 f: (614) 8851495 summit fin.confidential QUESTIONNAIREPersonal

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What is 75 summit financial strategies?

75 Summit Financial Strategies is a financial planning firm that offers a range of services to help individuals and businesses achieve their financial goals.

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Individuals and businesses who have used the services of 75 Summit Financial Strategies may be required to file documentation related to their financial strategies.

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Information such as financial goals, assets, liabilities, income, expenses, and investment strategies must be reported on 75 Summit Financial Strategies.

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