Summit Financial Resources
Finance · New Jersey, United States · 201-500 Employees
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Overview
Headquarters
4 Campus Dr Ste 8, Parsippany, New Jerse...Phone Number
(973) 285-3600Website
www.summitfinancial.comRevenue
$71.8 MillionIndustry
About Summit Financial Resources
Summit Financial is a leading investment advisory firm with nearly four decades of experience, dedicated to empowering independent advisors and their clients. The firm offers a comprehensive suite of resources, including innovative technology and holistic financial planning, to enhance client experiences and support business growth. Summit Growth Partners provides unique partnership opportunities that reward growth and optimize enterprise value. With a strong culture and commitment to advisor success, Summit Financial is positioned as a premier destination for those seeking independence in their financial advisory practices.Explore more
Summit Financial Resources Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Summit Financial Resource...
$71.8M
201-500
Private
<$5M
1982
SG
Stanley GregorChairman, CEO and Executive Managing Partner
Summit Financial Resources Tech Stack
A closer look at the technologies used by Summit Financial Resources
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Frequently Asked Questions Regarding Summit Financial Resources
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Summit Financial is a leading investment advisory firm with nearly four decades of experience, dedicated to empowering independent advisors and their clients. The firm offers a comprehensive suite of resources, including innovative technology and holistic financial planning, to enhance client experiences and support business growth. Summit Growth P... Read More
