Company

Summit Financial Partners, Inc.

Financial Services 5231 Hickory Park Drive 3 employees AND

Employees: 3
Contacts: 1
Emails: 1

www.summitrva.com LinkedIn

Summit Financial Partners, Inc. Overview

Headquarters: 5231 Hickory Park Drive
Website: www.summitrva.com
Industry: Financial Services
Employees: 3
Founded: 1999
Stock Symbol: AND
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning College Planning Retirement Planning Asset Management Wealth Management Dimensional Funds Fee-Only Woman Owned Financial Advisor Investment Management

About Summit Financial Partners, Inc.

Established in Richmond, Virginia, in 1999, Summit Financial Partners, Inc. is a Registered Investment Advisory firm specializing in asset and wealth management, servicing individual clients and corporations on a fee-only basis. We are among a select group of investment firms in the nation that has the privilege to invest with Dimensional Fund Advisors. Our services are tailor made to each client’s specific circumstances and are never a one size fits all approach. To learn more about our services, please call (804)290-0162 or contact us at https://www.summitrva.com/contact/

Summit Financial Partners, Inc. Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

Summit Financial Partners, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Michael Sigmon, Cfp®, Aif®	Financial Advisor at Summit Financial	Lanexa, Virginia, United States	Email
Lauren Sigmon	Office Manager at Summit Financial	Providence Forge, Virginia, United States	View
Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba	President, Summit Financial Partners	Richmond, Virginia, United States	View