Summit & Surf Wealth Management

Summit & Surf Wealth Management

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Ready for Black Friday and Holiday Shopping Deals? Here Are 6 Simple Financial Reminders 11/18/2025

Ready for Black Friday and Holiday Shopping Deals? Here Are 6 Simple Financial Reminders Here's how you can ensure that Black Friday deals do not derail your budget and long-term financial goals.

Feeling Great About the Economy? You Must Own Stocks 11/14/2025

Feeling Great About the Economy? You Must Own Stocks Investors’ rosy feelings about their stock market gains are powering spending—but it’s a different story for everyone else.

The Astonishing Bull Market Will End One Day. Are You Ready? 11/13/2025

The Astonishing Bull Market Will End One Day. Are You Ready? Big stock gains have always been followed by big losses. Here are tips on how to prepare.

Why 60-Year-Olds Might Face a Nearly $10K Annual Health Insurance Hike 11/11/2025

Why 60-Year-Olds Might Face a Nearly $10K Annual Health Insurance Hike If enhanced premium tax credits expire, Americans could see their Marketplace health insurance (Obamacare) premiums jump by thousands of dollars in 2026.

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Tustin, CA

Opening Hours

Monday 6:30am - 3:30pm
Tuesday 6:30am - 3:30pm
Wednesday 6:30am - 3:30pm
Thursday 6:30am - 3:30pm
Friday 6:30am - 1pm