Summit Group 401k Consulting, an Alera Group Company

Company Email Format

Summit Group 401k Consulting, an Alera Group Company

Financial Services 192 Ballard Court 5 employees

Employees: 5
Contacts: 2
Emails: 2
Phones: 1

summitgroup401k.com LinkedIn

Summit Group 401k Consulting, an Alera Group Company Overview

Headquarters: 192 Ballard Court
Phone Number: Available in AeroLeads
Website: summitgroup401k.com
Industry: Financial Services
Employees: 5
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Wellness 401(k) Investment Advice Fiduciary Support Plan Design Employee Education Fee Benchmarking 403(b) Retirement Plans Retirement Plan Consulting ERISA Asset Allocation

About Summit Group 401k Consulting, an Alera Group Company

Summit Group 401(k) Consulting, an Alera Group Company, provides independent, retirement plan advisory services to forward-thinking organizations of all sizes and industries. Disclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser, and Alera Investment Advisors, LLC, an SEC-registered investment adviser. Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.

Summit Group 401k Consulting, an Alera Group Company Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Summit Group 401k Consulting, an Alera Group Company Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kristina Radom	Summit Group of Virginia - Bachelor’s	Chesapeake, Virginia, United States	Email Phone
Lieren Timeus, Cfp®, Cpfa	Summit Group of Virginia, 401(k)	Virginia Beach, Virginia, United States	Email
Craig Stanley, Cpa Cpfa	Financial/401k Professional Focused		View
Colin Ragsdale, Cpa Cpfa	Retirement Plan Advisor at Summit Group		View