Summit Financial Group
Finance · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
9340 Fuerte Dr Ste 207, La Mesa, Califor...Phone Number
(619) 698-9760Website
www.summitfinancial1.comRevenue
$7.5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
2
1
1
2
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
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 Group your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Summit Financial Group had a recent Job posting/layoffs
Earning: See what the market has to say on Summit Financial Group recently announced quarterly report
Summit Financial Group, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Summit Financial Group
Check out if Summit Financial Group is spiking on competitors!
Funding: Get notified immidiatlly once Summit Financial Group has new funding data
Product Launch: Get notified when Summit Financial Group launches new products
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Website visits: Recent activity has been detected on your website
Check if Summit Financial Group has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Reach out to Masked Content who joined Summit Financial Group as Masked Content
Find 2 more new buyers
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.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile 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 financials insights
Gather financial insights about Summit Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Summit Financial Group Tech Stack
A closer look at the technologies used by Summit Financial Group
Top Finance Companies
Frequently Asked Questions Regarding Summit Financial Group
Sign Up For FreeTo access detailed company insights
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
