Summit Financial Group
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
101 Commerce Dr Unit A, Loveland, Ohio, ...Phone Number
(513) 891-6050Website
www.summitohio.comRevenue
$7 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Summit Financial Group
Summit Financial Group is a locally owned financial advisory firm established in 1996, dedicated to providing personalized financial guidance to individuals, families, and business owners. They offer a range of services including financial planning, business retirement plan advisory, and education for young professionals. The firm aims to empower clients at various life stages, from young accumulators to those nearing or living in retirement, with tailored strategies for financial success. Their commitment to financial literacy and relationship-driven service fosters long-term partnerships with clients and their families.Explore more
Summit Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Summit Financial Group
$7M
11-50
Private
-
1996
PF
Patrick FryeSenior Vice President and Chief Credit Officer
Company Profile Activity
Activity Insights
Summit Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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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
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Summit Financial Group is a locally owned financial advisory firm established in 1996, dedicated to providing personalized financial guidance to individuals, families, and business owners. They offer a range of services including financial planning, business retirement plan advisory, and education for young professionals. The firm aims to empower c... Read More
