Summit Financial Corporation was aquired by HUB International in October 2017. Summit is a leading provider of retirement, employee benefits, and financial planning products and services for organizations and individuals. For more than 20 years, Summit has helped retirement and benefits clients achieve their most ambitious goals for their companies and employees, and worked with individuals to attain a higher degree of financial security and greater peace of mind. Our practice is characterized by unparalleled industry expertise, an emphasis on the long view, collaboration across divisions, and unrivaled client service.
Today, we remain privately owned and fiercely committed to offering customized guidance and implementing the best solutions our industry has to offer. Our staff consists of some of the very best and brightest professionals in the industry, including Attorneys, CPAs, AIFAs, CLUs, CPCs, QPFCs, QPAs, QKAs, MBAs, and many other credentialed specialists. Despite our growth, we STAY true to our "boutique" roots, nimble and committed to doing whatever it takes to exceed your service expectations.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, HUB International and HUB Retirement and Wealth Management are separate entities from and not affiliated with LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Company Details
- Employees
- 60
- Founded
- -
- Address
- 300 Ballardvale St, Wilmington,massachusetts 01887,united States
- Phone
- (781) 229-9500
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- summitfinancialcorp.com
- Keywords
- Employee Benefits, Retirement Plans, Individual Tax & Financial Planning, Corporate Retirement Planning and Employee Education.
- HQ
- Wilmington, Massachusetts
Summit Financial Corp Questions
Summit Financial Corp's helpline number is (781) 229-9500
Summit Financial Corp's website is summitfinancialcorp.com
Summit Financial Corp's LinkedIn profile is https://www.linkedin.com/company/summit-financial
Summit Financial Corp has
60 employees.
View email and phone details for 60
employees at Summit Financial Corp.
Summit Financial Corp's industry is
Financial Services
Summit Financial Corp's top competitors are
Alder Holdings, Llc,
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Resident Interface,
Express Capital Services, Llc,
1st Global Capital - Collateral Division,
Equiant Financial Services Inc,
Retired,
Hub International,
401k Specialist Magazine,
Summit Financial Group, Inc..
Summit Financial Corp's categories are Financial Services
Summit Financial Corp's founding year is 1993
