Summit Financial Group

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

3808 N Wheeling Ave, Muncie, Indiana, 47...

Phone Number

(765) 284-2627

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Summit Financial Group

Summit Financial Network, led by Troy Helm, offers a range of financial services including investment management, retirement planning, and insurance solutions such as annuities and life insurance. The firm aims to educate clients on financial management concepts and provide resources for personal finance decision-making. Their target clients include individuals seeking to enhance their financial literacy and achieve their financial goals. Located in Muncie, Indiana, they emphasize the importance of working with skilled professionals in the financial sector.Explore more
Summit Financial Group's Social MediaPopular SearchesSummit Financial Group IncSummit Brokerage ServicesSummit Financial NetworkBroadridge Financial Solutions IncBrokerage Services IncSIC Code 62,628NAICS Code 52,523Show more

Summit Financial Group Org Chart

PhoneEmail
TH
United States flag for contact location.

Financial Advisor

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Administrative Assistant

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Financial Group

<$5M
1-10
Private
-
-
TH
Troy HelmFinancial Advisor
$6.8M
11-50
Private
-
-
TS
Thomas SzedlakPension Administrator & Supervisor, Network
<$5M
1-10
Private
-
1989
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
EB
Eileen BeharSales Assistant
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.troyhelm.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, Insurance, Securities Trading
What is Summit Financial Group competition?
Summit Financial Group top competitors include: Sound Financial Services, Cetera Advisor Networks, Cetera Advisor Networks Investment, Cetera Advisor Networks
What technology does Summit Financial Group use?
Some of the popular technologies that Summit Financial Group uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Summit Financial Group?
Summit Financial Group contact info: Phone number: (765) 284-2627 Website: www.troyhelm.com
What does Summit Financial Group do?

Summit Financial Network, led by Troy Helm, offers a range of financial services including investment management, retirement planning, and insurance solutions such as annuities and life insurance. The firm aims to educate clients on financial management concepts and provide resources for personal finance decision-making. Their target clients includ... e individuals seeking to enhance their financial literacy and achieve their financial goals. Located in Muncie, Indiana, they emphasize the importance of working with skilled professionals in the financial sector.Read More

What are Summit Financial Group social media links?
Summit Financial Group Facebook page
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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