Summit Financial Advisors
Finance · Hawaii, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
1163 S Beretania St, Honolulu, Hawaii, 9...Phone Number
(808) 527-8878Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Summit Financial Advisors
Summit Financial Hawaii, led by Certified Financial Planner Glennel Jordan, specializes in retirement planning, tax strategies, and wealth management for residents of Hawaii. The firm offers a customized client experience through a comprehensive range of services including tax planning, estate planning, and investment management. Their target clients include individuals approaching retirement, those who are divorced or widowed, and individuals inheriting money. Summit Financial is committed to fiduciary principles, ensuring that clients' best interests are prioritized in all financial decisions.Explore more
Summit Financial Advisors Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Summit Financial Advisors your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at Summit Financial Advisors
Check out if Summit Financial Advisors is spiking on competitors!
Check if Summit Financial Advisors has recently received funding, and reach out quickly before it becomes old news!
Website visits: Recent activity has been detected on your website
Summit Financial Advisors, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Summit Financial Advisors recently announced quarterly report
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Summit Financial Advisors launches new products
Funding: Get notified immidiatlly once Summit Financial Advisors has new funding data
Click to see if Summit Financial Advisors had a recent Job posting/layoffs
Recommended Actions
Find VP level buyers at Summit Financial Advisors
Find 3 more new buyers
Compare Similar Companies to Summit Financial Advisors
Compare insights from companies similar to Summit Financial Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Summit Financial Advisors
<$5M
1-10
Private
-
2017
JG
Jordan GlennelCertified Financial Planner & Practitioner
Company Profile Activity
Activity Insights
Summit Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Summit Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Financial Advisors.
Summit Financial Advisors Tech Stack
A closer look at the technologies used by Summit Financial Advisors
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Summit Financial Advisors
Sign Up For FreeTo access detailed company insights
Summit Financial Hawaii, led by Certified Financial Planner Glennel Jordan, specializes in retirement planning, tax strategies, and wealth management for residents of Hawaii. The firm offers a customized client experience through a comprehensive range of services including tax planning, estate planning, and investment management. Their target clien... Read More
