Summit Financial Consultants

Finance · New York, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

35 E Grassy Sprain Rd Ste 406, Yonkers, ...

Phone Number

(914) 793-7320

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Summit Financial Consultants

Summit Financial Consultants, Inc. is a comprehensive financial services firm dedicated to enhancing long-term financial success for its clients. They offer customized programs aimed at growing, preserving, and conserving wealth through personalized service and expertise. Their services include long-term care insurance, life insurance, disability income insurance, and retirement planning. The firm targets individuals seeking tailored financial solutions to improve their financial well-being.Explore more
Summit Financial Consultants's Social MediaPopular SearchesSummit Financial Consultants IncSummit Financial ConsultantsFinancial Consultants Incsummitfinancialconsultants.comSIC Code 62,628NAICS Code 52,523Show more

Summit Financial Consultants Org Chart

PhoneEmail
JJ
United States flag for contact location.

Managing Director

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
PL
United States flag for contact location.

Financial Planner

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
MK
United States flag for contact location.

Certified Financial Planner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Summit Financial Consultants your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Summit Financial Consultants

Compare insights from companies similar to Summit Financial Consultants, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Financial Consulta...

<$5M
1-10
Private
-
1995
JJ
Jonathan JaegerManaging Director
$6.4M
1-10
Private
<$5M
2016
N/A
<$5M
11-50
Private
<$5M
2003
CC
Caroline ColquhounAdministrative Assistant
<$5M
1-10
Private
-
2014
GW
Gabriel WoolumVice President
<$5M
1-10
Private
-
2010
Key Smith, Advisor and Founding Partner at Natchez Wealth Management
Key SmithAdvisor and Founding Partner
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
2016
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Summit Financial Consultants is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Summit Financial Consultants is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Financial Consultants.

Summit Financial Consultants Tech Stack

A closer look at the technologies used by Summit Financial Consultants

Top Finance Companies

Frequently Asked Questions Regarding Summit Financial Consultants

What is Summit Financial Consultants's official website?
Summit Financial Consultants's official website is www.summitfinancialconsultants.com
What is Summit Financial Consultants's Revenue?
Summit Financial Consultants's revenue is <$5 Million
What is Summit Financial Consultants's SIC code?
Summit Financial Consultants's SIC: 62,628
What is Summit Financial Consultants's NAICS code?
Summit Financial Consultants's NAICS: 52,523
How many employees does Summit Financial Consultants have?
Summit Financial Consultants has 1-10 employees
What industry does Summit Financial Consultants belong to?
Summit Financial Consultants is in the industry of: Finance, Insurance, Securities Trading
What is Summit Financial Consultants competition?
Summit Financial Consultants top competitors include: Metro Financial Group, Norman Juniewic Wealth Management, Natchez Wealth Management, GLS Financial Consultants
What technology does Summit Financial Consultants use?
Some of the popular technologies that Summit Financial Consultants uses are: Google Tag Manager, Font Awesome, DigiCert, Broadridge Advisor Solutions
How do I contact Summit Financial Consultants?
Summit Financial Consultants contact info: Phone number: (914) 793-7320 Website: www.summitfinancialconsultants.com
What does Summit Financial Consultants do?

Summit Financial Consultants, Inc. is a comprehensive financial services firm dedicated to enhancing long-term financial success for its clients. They offer customized programs aimed at growing, preserving, and conserving wealth through personalized service and expertise. Their services include long-term care insurance, life insurance, disability i... ncome insurance, and retirement planning. The firm targets individuals seeking tailored financial solutions to improve their financial well-being.Read More

What are Summit Financial Consultants social media links?
Summit Financial Consultants Linkedin page Summit Financial Consultants Facebook page
Is Summit Financial Consultants a public company?
Summit Financial Consultants is private company therefore does not currently have an official ticker symbol
See more information about Summit Financial Consultants

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.