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Jay Steinbock, RFC®, RFC
Summit Pointe Financial Group.

Tel: 913-339-6982
10965 Granda Lane
Suite 106
Shawnee Mission, KS 66211

About Summit Pointe Financial Group.

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Summit Pointe Financial Group we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than now to set an appointment with a financial advisor. We welcome the opportunity to explore your financial dreams with you.

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General Information

Firm Start Year:   1987
No.of Employees:   2-4
Name of Broker/Dealer:   The O.N. Equity Sales Co.
States Licensed in:   CA, FL, KS, MO, OK, WA
Number of Years with Current Firm:   3
Work with the following types of clients:   Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Financial Planning for Individuals, Wealth Management, Retirement Planning, Portfolio Management, Insurance Products & Annuities, 401K Rollovers

Services

Investment Types:   Commodities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds, Annuities, Options & Futures
Can meet clients in the following ways:   Your Office, Via Email, Our Office, Your Home, Via Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Life, Disability, Variable Annuity, Annuity, Variable Life

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Commissions

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Faqs

Do you have a customer satisfaction or refund policy?

Yes

Why should I choose you as my financial advisor?

RFC Registered Financial Consultant. Graduate of Washburn University with a BA in Business Management.

What are your qualifications? What is your education background?

We tailor the planning to each individual client. We do not believe in a cookie cutter approach. All of our clients are unique and we work with them accordingly.

How do you charge for your services?

Fees or Commissions. Fees either by assets or hourly fee.

How are you compensated? How will I pay for your services?

Fees and or Commissions. Which ever plan works best in your situation.

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Disclaimer

Securities offered through the O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way Cincinnati, OH 45242. 513.794.6794. Investment Advisory Services offered through O.N. Investment Management Services

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM
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