Summit Financial Corp

www.summitfinancialcorp.com

Summit Financial Corporation is a leading provider of retirement, employee benefits, and financial planning products and services for organizations and individuals. For more than 20 years, Summit has helped retirement and benefits clients achieve their most ambitious goals for their companies and employees, and worked with individuals to attain a higher degree of financial security and greater peace of mind. Our practice is characterized by unparalleled industry expertise, an emphasis on the long view, collaboration across divisions, and unrivaled client service. Today, we remain privately owned and fiercely committed to offering customized guidance and implementing the best solutions our industry has to offer. Our staff consists of some of the very best and brightest professionals in the industry, including Attorneys, CPAs, AIFAs, CLUs, CPCs, QPFCs, QPAs, QKAs, MBAs, and many other credentialed specialists. Despite our growth, we STAY true to our "boutique" roots, nimble and committed to doing whatever it takes to exceed your service expectations. Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Read more

Reach decision makers at Summit Financial Corp

Lusha Magic

Free credit every month!

Summit Financial Corporation is a leading provider of retirement, employee benefits, and financial planning products and services for organizations and individuals. For more than 20 years, Summit has helped retirement and benefits clients achieve their most ambitious goals for their companies and employees, and worked with individuals to attain a higher degree of financial security and greater peace of mind. Our practice is characterized by unparalleled industry expertise, an emphasis on the long view, collaboration across divisions, and unrivaled client service. Today, we remain privately owned and fiercely committed to offering customized guidance and implementing the best solutions our industry has to offer. Our staff consists of some of the very best and brightest professionals in the industry, including Attorneys, CPAs, AIFAs, CLUs, CPCs, QPFCs, QPAs, QKAs, MBAs, and many other credentialed specialists. Despite our growth, we STAY true to our "boutique" roots, nimble and committed to doing whatever it takes to exceed your service expectations. Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Read more
icon

Country

icon

State

Massachusetts

icon

City (Headquarters)

Wilmington

icon

Founded

1993

icon

Estimated Revenue

$10,000,000 to $50,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Manager and Principal

    Email ****** @****.com
    Phone (***) ****-****
  • Editor

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(26)

Reach decision makers at Summit Financial Corp

Free credits every month!

My account

Summit Financial Corp FAQ

Sign up now to uncover all the contact details