Steven Summa - CFP®Registered Representative Main Office
Phone: (860)313-4812 Steve has been in the financial services industry for the past ten years. He works with high net worth individuals, families and business owners in the areas of insurance and investments. Taking a conservative, comprehensive, risk management approach towards achieving all of their financial goals, his areas of focus include: retirement income planning, investment strategies, education funding, individual and business retirement plans, estate and legacy planning. Steve received a B.S. degree in Geology/Geophysics from UCONN (1986). His work experience includes the environmental consulting industry and military service on active duty as a Field Artillery Officer in the U.S. Army. He is also an Eagle Scout.
Steve is a CERTIFIED FINANCIAL PLANNER™ certificant and is a 5 Year Recipient of the National Quality Award. He is a registered representative with New England Securities holding several securities licenses (Series 6, 66, and 7) and is a member of NAIFA (National Association of Insurance and Financial Advisors).
 About Us
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New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities. Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor. |
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