Greg Williams, CFP®

Financial Services Representative, Investment Adviser Representative

Financial Planner, CA Insurance License #: 0B29281. Domiciled in CA.

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

Contact Information:

Golden Summit Wealth & Insurance Solutions

181 Metro Dr. Suite, 550
San Jose, CA 95110

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Golden Summit Wealth & Insurance Solutions 6701 Koll Center Parkway Suite # 140 Pleasanton, CA 94566 (925) 979-2300 

CRN202706-6621463

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Online Privacy Policy | Legal Notices