Summit Financial Group

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

375 E Horsetooth Rd Bldg 6, Fort Collins...

Phone Number

(307) 655-8393

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Summit Financial Group

We are proud to assist our clients in pursuing financial independence for their families and businesses. By offering exceptional client service, non-proprietary products and knowledgeable recommendations, we are able to provide financial solutions that help our clients strive for todays needs and tomorrows dreams! We build life-long relationships because our clients goals are continually changing. Throughout this relationship, we develop and implement creative ways to help clients work toward financial independence and feel confident in their progress toward reaching their goals. Staying informed on the things that could influence your financial picture the most is essential. Reading financial news can help you decide where, and where not, to invest. But the information explosion in recent years has gone beyond overload, and you can easily spend so much time reading that you have little time left for investing. Here we offer multiple research opportunities and articles to keep you up tRead more
Popular SearchesSummit Financial Group LLCSummit FinancialSIC Code 62,628NAICS Code 52,523Show more

Summit Financial Group Org Chart

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Compare Similar Companies to Summit Financial Group

Compare insights from companies similar to Summit Financial Group, 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 Group

<$5M
1-10
Private
-
2001
MC
Michael ChevalierOwner and Founder
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
2010
JR
Jarrod RutledgeFounding Partner
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JM
Jason MinAgent, Registered Representative, and Financial Adviser
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Summit Financial Group Tech Stack

A closer look at the technologies used by Summit Financial Group

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Frequently Asked Questions Regarding Summit Financial Group

What is Summit Financial Group's official website?
Summit Financial Group's official website is www.summit-financialgroup.com
What is Summit Financial Group's Revenue?
Summit Financial Group's revenue is <$5 Million
What is Summit Financial Group's SIC code?
Summit Financial Group's SIC: 62,628
What is Summit Financial Group's NAICS code?
Summit Financial Group's NAICS: 52,523
How many employees does Summit Financial Group have?
Summit Financial Group has 1-10 employees
What industry does Summit Financial Group belong to?
Summit Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Summit Financial Group competition?
Summit Financial Group top competitors include: Provident Wealth Management Group, Sachs Financial Servic, KASE Wealth Advisors, Copper Canyon Wealth Management
What technology does Summit Financial Group use?
Some of the popular technologies that Summit Financial Group uses are: WooCommerce, WordPress.org, PHP, Google Workspace
How do I contact Summit Financial Group?
Summit Financial Group contact info: Phone number: (307) 655-8393 Website: www.summit-financialgroup.com
What does Summit Financial Group do?

We are proud to assist our clients in pursuing financial independence for their families and businesses. By offering exceptional client service, non-proprietary products and knowledgeable recommendations, we are able to provide financial solutions that help our clients strive for todays needs and tomorrows dreams! We build life-long relationships b... ecause our clients goals are continually changing. Throughout this relationship, we develop and implement creative ways to help clients work toward financial independence and feel confident in their progress toward reaching their goals. Staying informed on the things that could influence your financial picture the most is essential. Reading financial news can help you decide where, and where not, to invest. But the information explosion in recent years has gone beyond overload, and you can easily spend so much time reading that you have little time left for investing. Here we offer multiple research opportunities and articles to keep you up to date, while streamlining the information. Need a little advice on a financial problem that you are facing? We are here to help! Securities offered through LPL Financial, Member FINRA / SIPC Investment Advice offered through Western Wealth Management LLC, a Registered Investment Advisor. Summit Financial Group LLC and Western Wealth Management LLC are separate entities from LPL Financial. Copyright 2020. All Rights Reserved. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.Read More

Is Summit Financial Group a public company?
Summit Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Summit Financial Group

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