Summit Financial Services
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
145 Pinelawn Rd Ste 345N, Melville, New ...Phone Number
(631) 595-5700Website
www.summitfinancialsvcs.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Summit Financial Services
Summit Financial Services, Inc. is an independent financial services firm that offers personalized financial advice through a team of dedicated professionals. They provide tailored investment, insurance, and estate planning programs designed to meet the unique financial and emotional needs of their clients. The firm emphasizes client education and empowerment, making complex financial concepts accessible and understandable. Their mission is to help clients manage their finances effectively and confidently pursue their financial goals.Explore more
Summit Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Summit Financial Services
<$5M
1-10
Private
-
1993
JS
Justin SkidmoreAssociate Director, Financial Planning
Company Profile 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
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Summit Financial Services, Inc. is an independent financial services firm that offers personalized financial advice through a team of dedicated professionals. They provide tailored investment, insurance, and estate planning programs designed to meet the unique financial and emotional needs of their clients. The firm emphasizes client education and... Read More
