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.
Company Details
- Employees
- 136
- Founded
- -
- Address
- 5420 Lbj Freeway, Suite 1940, Dallas,texas 75240,united States
- Phone
- 918.699.6521
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- yoursummit.com
- Keywords
- Group Medical & Ancillary Benefits, Benefits Consulting, Corporate Retirement Plans, HR Consulting & Compliance, Voluntary Benefits, Risk Management, Individual Life Insurance, Wealth and Money Management.
- HQ
- Dallas, Texas
Summit Financial Group, Inc. Questions
Summit Financial Group, Inc.'s helpline number is 918.699.6521
Summit Financial Group, Inc.'s website is yoursummit.com
Summit Financial Group, Inc.'s LinkedIn profile is https://www.linkedin.com/company/summit-financial-group
Summit Financial Group, Inc. has
136 employees.
View email and phone details for 136
employees at Summit Financial Group, Inc..
Summit Financial Group, Inc.'s industry is
Financial Services
Summit Financial Group, Inc.'s top competitors are
Bok Financial,
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Summit,
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Summit Financial Group, Inc.'s categories are Financial Services
Summit Financial Group, Inc.'s founding year is 1988
