Summit Financial Solutions

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

1816 Eagle Dr Ste 100A, Woodstock, Georg...

Phone Number

(770) 928-8100

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Jan
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ZI Rank
1
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2

About Summit Financial Solutions

In today's complex world, where the burden of managing and planning your financial future is increasingly your responsibility, Summit Financial Solutions offers an agenda driven, task based system to help you make informed choices so that you can better meet your needs and attain your goals. Our commitment is to you. Our clients benefit from a team of qualified tax and financial professionals. We are able to uniquely serve our clients by the combined experience our professionals bring to the table in the areas of tax planning, strategic business planning, and personal financial services. Having these services under one roof allows us to operate without the conflicts and hierarchies present in many larger firms, thus we are able to focus on offering the best custom solutions, one client at a time.Explore more
Summit Financial Solutions's Social MediaPopular SearchesSummit Financial Solutions IncSummit Financial SolutionsFinancial Solutions IncJoseph ParkerSummit Financial CorpSIC Code 62,628NAICS Code 52,523Show more

Summit Financial Solutions Org Chart

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PM
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Tax Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Financial Solution...

<$5M
1-10
Private
<$5M
2013
PM
Patrick McCordTax Director
$7.2M
11-50
Private
-
2000
VB
Vickie BakerEA, LTC, NTPI Fellow
<$5M
1-10
Private
-
2008
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
2014
SD
Susie D'LeonTax Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Summit Financial Solutions financials insights

Gather financial insights about Summit Financial Solutions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$35K

See All Summit Financial Solutions's Financials Insights

Summit Financial Solutions Tech Stack

A closer look at the technologies used by Summit Financial Solutions

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Frequently Asked Questions Regarding Summit Financial Solutions

What is Summit Financial Solutions's official website?
Summit Financial Solutions's official website is www.sfsga.com
What is Summit Financial Solutions's Revenue?
Summit Financial Solutions's revenue is <$5 Million
What is Summit Financial Solutions's SIC code?
Summit Financial Solutions's SIC: 62,628
What is Summit Financial Solutions's NAICS code?
Summit Financial Solutions's NAICS: 52,523
How many employees does Summit Financial Solutions have?
Summit Financial Solutions has 1-10 employees
What industry does Summit Financial Solutions belong to?
Summit Financial Solutions is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Summit Financial Solutions competition?
Summit Financial Solutions top competitors include: Precise Bookkeeping & Tax Services, Marshall Financial Group, Year Round Tax & Accounting, Professional Tax Solutions
What technology does Summit Financial Solutions use?
Some of the popular technologies that Summit Financial Solutions uses are: WordPress.org, reCAPTCHA, PHP, Google Website Translator
How do I contact Summit Financial Solutions?
Summit Financial Solutions contact info: Phone number: (770) 928-8100 Website: www.sfsga.com
What does Summit Financial Solutions do?

In today's complex world, where the burden of managing and planning your financial future is increasingly your responsibility, Summit Financial Solutions offers an agenda driven, task based system to help you make informed choices so that you can better meet your needs and attain your goals. Our commitment is to you. Our clients benefit from a team... of qualified tax and financial professionals. We are able to uniquely serve our clients by the combined experience our professionals bring to the table in the areas of tax planning, strategic business planning, and personal financial services. Having these services under one roof allows us to operate without the conflicts and hierarchies present in many larger firms, thus we are able to focus on offering the best custom solutions, one client at a time.Read More

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

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