Summit Financial

Q: What is Summit Financial's official website?

Summit Financial's official website is www.summitfinancialcorp.com

Q: What is Summit Financial's Revenue?

Summit Financial's revenue is <$5 Million

Q: What is Summit Financial's NAICS code?

Summit Financial's NAICS: 52,523

Q: How many employees does Summit Financial have?

Summit Financial has 11-50 employees

Q: What industry does Summit Financial belong to?

Summit Financial is in the industry of: Finance , Securities Trading

Q: What is Summit Financial competition?

Summit Financial top competitors include: Weinberg Financial Advisory , BeamaLife , Campbell Morrison Wealth Management , Meridian Wealth Advisors

Q: What technology does Summit Financial use?

Some of the popular technologies that Summit Financial uses are: CSC Corporate Domains, F5 Silverline DDoS Protection, MonsterCommerce, Microsoft 365

Q: How do I contact Summit Financial?

Summit Financial contact info: Phone number: (781) 229-9500 Website: www.summitfinancialcorp.com

Q: What does Summit Financial do?

Summit Financial Corporation adopts a consultative approach to client engagement, emphasizing collaboration and high professional standards across its divisions. The company focuses on long-term relationships, providing services in employee benefits, retirement plans, and financial planning. Their culture promotes consistent service delivery, benef... iting clients who engage with multiple lines of business. Summit Financial aims to improve the quality and performance of plans and investments by prioritizing long-term strategies over short-term gains. Read More

Q: Is Summit Financial a public company?

Summit Financial is private company therefore does not currently have an official ticker symbol

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

300 Ballardvale St, Wilmington, Massachu...

Phone Number

(781) 229-9500

Website

www.summitfinancialcorp.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Summit Financial

Summit Financial Corporation adopts a consultative approach to client engagement, emphasizing collaboration and high professional standards across its divisions. The company focuses on long-term relationships, providing services in employee benefits, retirement plans, and financial planning. Their culture promotes consistent service delivery, benefiting clients who engage with multiple lines of business. Summit Financial aims to improve the quality and performance of plans and investments by prioritizing long-term strategies over short-term gains.Explore more

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View contact profiles from Summit Financial

SIC Code 62,628NAICS Code 52,523Show more

Summit Financial Org Chart

Phone

Joseph Bonasera

President

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Financial

<$5M

11-50

Private

1973

Joseph BonaseraPresident

BeamaLife

$7.7M

11-50

Private

2007

Sally BhaidaniVice President, Business Management

Campbell Morrison Wealth ...

$5M

11-50

Private

Jessica Mills youngerSenior Registered Associate

Meridian Wealth Advisors

<$5M

1-10

Private

N/A

Weinberg Financial Adviso...

<$5M

1-10

Private

2008

Candace RapanottiManager, Marketing

SCO Wealth Management

<$5M

1-10

Private

2020

Stephanie McClennySenior Registered Client Associate

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Summit Financial Tech Stack

A closer look at the technologies used by Summit Financial

CSC Corporate Domains

CSC

F5 Silverline DDoS Protection

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Top Finance Companies

Frequently Asked Questions Regarding Summit Financial

What is Summit Financial's official website?

Summit Financial's official website is www.summitfinancialcorp.com

What is Summit Financial's Revenue?

Summit Financial's revenue is <$5 Million

What is Summit Financial's SIC code?

Summit Financial's SIC: 62,628

What is Summit Financial's NAICS code?

Summit Financial's NAICS: 52,523

How many employees does Summit Financial have?

Summit Financial has 11-50 employees

What industry does Summit Financial belong to?

Summit Financial is in the industry of: Finance, Securities Trading

What is Summit Financial competition?

Summit Financial top competitors include: Weinberg Financial Advisory, BeamaLife, Campbell Morrison Wealth Management, Meridian Wealth Advisors

What technology does Summit Financial use?

Some of the popular technologies that Summit Financial uses are: CSC Corporate Domains, F5 Silverline DDoS Protection, MonsterCommerce, Microsoft 365

How do I contact Summit Financial?

Summit Financial contact info: Phone number: (781) 229-9500 Website: www.summitfinancialcorp.com

What does Summit Financial do?

What are Summit Financial social media links?

Summit Financial Linkedin page

Is Summit Financial a public company?

Summit Financial is private company therefore does not currently have an official ticker symbol

See more information about Summit Financial

Summit Financial Latest Hires and Their Positions

Summit Financial is expanding and recently hired new employees. Here are the latest additions to the team.

Julio Rojas

Supervisor, Collections

Joined Nov 4, 2025

Phone

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