Summit Planning Group
Financial Services
4 employees
- Employees
- 4
- Contacts
- 1
- Emails
- 1
Summit Planning Group Overview
- Website
- summitplanninggrp.com
- Industry
- Financial Services
- Employees
- 4
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
Summit Planning Group Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Summit Planning Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jay Pinto, Cfp® | Partner/wealth Manager at Summit | Branford, Connecticut, United States |
View
|
| Kathryn Onofrio | Executive Assistant at Summit Planning | Branford, Connecticut, United States |
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|
| Larry Lindsley | Sr. Vice President at Wealth | Green Bay, Wisconsin Metropolitan Area, United States |
Email
|
Employees by Management Level
Executive
1 profile
Manager
1 profile
Associate / junior
1 profile