Summit Wealth & Retirement Partners Company Profile, Contacts & Intelligence

Financial Services2000 Crow Canyon Pl10 employees
2 contacts with email or phone data2 with email data
View verified contacts Compare competitors
Employees
10
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 3 visible contacts

Summit Wealth & Retirement Partners Overview

The primary mission of Summit Wealth & Retirement Partners (SWRP) is to help successful people make better financial decisions and feel more secure about their money. We accomplish our mission by providing highly customized financial advice, and always putting our client’s best interest above all else. We deliver on our promise by having well defined roles and responsibilities, utilizing a consistent methodology for analyzing client data, presenting our observations & recommendations in a clear manner, and keeping detailed notes of our actions. Our job is to help clients by designing, implementing, and monitoring their customized financial plans.

Headquarters
2000 Crow Canyon Pl
Website
www.summitwealthandretirement.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
San Ramon

Summit Wealth & Retirement Partners Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data in the visible sample.

Summit Wealth & Retirement Partners People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

L
Lauren O'grady
Executive Project Coordinator at Summit
N
Nick Lemus, Cfa
Portfolio Trader & Administrator
E
K
Kevin Burt
Client Service Associate at Summit
E

Summit Wealth & Retirement Partners Workforce Composition

Seniority breakdown across 3 visible profiles.

Associate / junior
2
Individual contributor
1

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