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Summa Financial Services

Professional Financial Planning Advice and Implementation

Founded 1988 South Africa Johannesburg, South Africa 1 employees Financial Services, Wealth Management +1

General Information

Company Name Summa Financial Services
Founded Year 1988
Location South Africa Johannesburg, South Africa +1
Employees 1
Industries Financial Services, Wealth Management, Life insurance
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About Summa Financial Services

Summa Financial Services is a South African company that was founded in 1988. The company specializes in providing comprehensive and professional financial planning advice and services to Corporates, Entrepreneurs, Professionals, and Trustees. Their motto, "Professional Financial Planning Advice and Implementation," reflects their commitment to delivering the highest quality service without clutter and complexity. The name "Summa" is derived from Latin, signifying the highest point, the most important point, or summary, which aligns with the company's aim to deliver what is most essential to the client.

The company operates in the Financial Services, Wealth Management, and Life Insurance industries. Although details about their last investment and the investors are not available, Summa Financial Services continues to be a standout player in the financial services sector. With over three decades of experience and a focus on delivering top-notch financial planning advice, the company presents an intriguing opportunity for potential investors looking to tap into the South African financial market.

Taxonomy: Financial Planning, Corporate Financial Planning, Investment Planning, Risk Planning, Estate Planning, Retirement Planning, Employee Benefits, Disability Insurance, Life Insurance, Short Term Insurance, Trustee Services, Professional Financial Services, Comprehensive Financial Planning, Medical Schemes

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FAQ About Summa Financial Services

Professional Financial Planning Advice and Implementation
Summa Financial Services was founded in 1988.
Summa Financial Services is headquartered in Johannesburg, South Africa.
Summa Financial Services operates in the following industries: Financial Services, Wealth Management, Life insurance.
Summa Financial Services has approximately 1 employees.
Top alternatives and competitors to Summa Financial Services include Summa Financial Services Inc, Fortress Financial Strategies, Summit Financial Group, LLC, K K Credible Financial Services, Wolfond Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Summa Financial Services and Summa Financial Services Inc are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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