Summit Financial Services

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

4286 Bells Ferry Rd NW Ste 214, Kennesaw...

Phone Number

(678) 631-1032

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Summit Financial Services

Summit Financial Services, Inc. is a full-service financial advisory firm based in Kennesaw, Georgia, dedicated to helping clients achieve their financial goals through tailored financial planning and wealth management services. The firm operates independently, allowing it to recommend a variety of investment and insurance products that align with clients' individual objectives. With a commitment to quality and professionalism, Summit Financial Services fosters lasting relationships with clients, providing clear and easily understood financial guidance. Their team of experienced representatives is licensed to offer a wide range of financial products and services.Explore more
Summit Financial Services's Social MediaPopular Searchessummit financial services Incsummitfsinc.comSIC Code 62,628NAICS Code 52,523Show more

Summit Financial Services Org Chart

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RS
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Owner and President

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Compare insights from companies similar to Summit Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Financial Services

<$5M
1-10
Private
-
2013
RS
Ronald SkopekOwner and President
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
2010
JR
Jarrod RutledgeFounding Partner
<$5M
1-10
Private
-
2000
LA
Leila AlhusainiManager, Administrative Services
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2000
DS
Doris SauderOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Summit Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Summit Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Financial Services.

Summit Financial Services Tech Stack

A closer look at the technologies used by Summit Financial Services

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Frequently Asked Questions Regarding Summit Financial Services

What is Summit Financial Services's official website?
Summit Financial Services's official website is www.summitfsinc.com
What is Summit Financial Services's Revenue?
Summit Financial Services's revenue is <$5 Million
What is Summit Financial Services's SIC code?
Summit Financial Services's SIC: 62,628
What is Summit Financial Services's NAICS code?
Summit Financial Services's NAICS: 52,523
How many employees does Summit Financial Services have?
Summit Financial Services has 1-10 employees
What industry does Summit Financial Services belong to?
Summit Financial Services is in the industry of: Finance, Securities Trading
What is Summit Financial Services competition?
Summit Financial Services top competitors include: Provident Wealth Management Group, Advisory Services Financial, Sachs Financial Servic, Ridings Insurance & Financial Services
What technology does Summit Financial Services use?
Some of the popular technologies that Summit Financial Services uses are: Cloudflare Website Optimization, AppRiver, Smarsh, Google Font API
How do I contact Summit Financial Services?
Summit Financial Services contact info: Phone number: (678) 631-1032 Website: www.summitfsinc.com
What does Summit Financial Services do?

Summit Financial Services, Inc. is a full-service financial advisory firm based in Kennesaw, Georgia, dedicated to helping clients achieve their financial goals through tailored financial planning and wealth management services. The firm operates independently, allowing it to recommend a variety of investment and insurance products that align with... clients' individual objectives. With a commitment to quality and professionalism, Summit Financial Services fosters lasting relationships with clients, providing clear and easily understood financial guidance. Their team of experienced representatives is licensed to offer a wide range of financial products and services.Read More

What are Summit Financial Services social media links?
Summit Financial Services Facebook page
Is Summit Financial Services a public company?
Summit Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Summit Financial Services

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