Summit Financial Group
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
9340 Fuerte Dr Ste 207, La Mesa, Califor...Phone Number
(619) 698-9760Website
www.summitfinancial1.comRevenue
$7.5 MillionIndustry
About Summit Financial Group
Summit Financial Group, Inc. is dedicated to helping clients pursue, manage, and preserve wealth since 1974. The company offers a range of financial services including tax preparation, life insurance, long-term care insurance, and investment advice, tailored to meet the individual needs of their clients. Their team of experienced financial professionals combines skill, technology, and discipline to provide proactive advice and independent guidance. Summit Financial is committed to maintaining high standards of integrity and professionalism in their client relationships.Explore more
Summit Financial Group Org Chart
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Summit Financial Group, Inc. is dedicated to helping clients pursue, manage, and preserve wealth since 1974. The company offers a range of financial services including tax preparation, life insurance, long-term care insurance, and investment advice, tailored to meet the individual needs of their clients. Their team of experienced financial professi... Read More
