Summit Financial Strategies
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
7965 N High St Ste 350, Columbus, Ohio, ...Phone Number
(614) 885-1115Website
www.summitfin.comRevenue
$5.3 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Summit Financial Strategies
Summit Financial isn't your typical financial planning firm. Everything you are used to-from fees to philosophy-is fundamentally different. We're loyal to just one goal: Yours. That's how the company take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. The company form lifelong partnerships with the company's clients and often work with the whole family. Your team-which includes your personal advisor as well as additional Summit Financial associates-is dedicated to helping you reach your financial goals. From the company's beginnings in Columbus, Ohio in 1995 with just two associates, the company has grown to over 20 associates and staff members, and work with clients across the country. The company believes the company is fundamentally different from other financial planning firms and the company's independent freedom to recommend the right strategies for your financial goals is just the beginning.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Summit Financial Strategi...
$5.3M
11-50
Private
-
1995
SM
Samantha MacchiaPartner, President, CEO, and Senior Financial Advisor
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Summit Financial Strategies is experiencing very low activity levels compared to other companies in the Finance sector.
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Summit Financial Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Financial Strategies.
Summit Financial Strategies Tech Stack
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Summit Financial isn't your typical financial planning firm. Everything you are used to-from fees to philosophy-is fundamentally different. We're loyal to just one goal: Yours. That's how the company take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. The company form lifelong partnerships wi... Read More
