Company Email Format Management

Summit Financial Group, Inc.

Financial Services Dallas, Texas, United States 136 employees

Employees: 136
Contacts: 4
Emails: 4
Phones: 3

yoursummit.com LinkedIn

Summit Financial Group, Inc. Overview

Headquarters: Dallas, Texas, United States
Phone Number: Available in AeroLeads
Website: yoursummit.com
Industry: Financial Services
Employees: 136
Founded: 1988
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Group Medical & Ancillary Benefits Benefits Consulting Corporate Retirement Plans HR Consulting & Compliance Voluntary Benefits Risk Management Individual Life Insurance Wealth and Money Management

About Summit Financial Group, Inc.

At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients. Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new “Summit”. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Summit Financial Group, Inc. Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Summit Financial Group, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Laura Punt	Accounting Manager & Licensed Insurance	West Hartford, Connecticut, United States	Email Phone
Randy Gowdy	President, Risk Management, Clu, Rhu	Dallas, Texas, United States	Email Phone
Jeff Waller	Financial Advisor at Summit Financial	Dallas, Texas, United States	Email
David Naspo	Vice President of Sales at Summit	Simsbury, Connecticut, United States	Email Phone