Gift Planning

Stock Transfer Instructions

National Financial Services
Account number: 0QF-737666 (note: the first digit is a zero)
Depository Trust Corporation: (DTC): 0226
PLU Federal Tax ID: 91-0565571

Contact Information:
Ed Grogan or Molly Hill
253-858-2884
Summit Wealth Advisors
6625 Wagner Way, Suite 320
Gig Harbor, WA 98335

 

 

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