Summit Legacy Group

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

518 Garland Ave Ste B, Columbia City, In...

Website

www.summitlegacygroup.com

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
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About Summit Legacy Group

Summit Legacy Group specializes in financial solutions that focus on effective money management, asset accumulation, and wealth preservation. They offer a range of services including retirement planning, estate management, investment strategies, insurance, and tax assistance. Their mission is to empower clients to make informed financial decisions and establish a legacy for their heirs through personalized service and education. The company aims to build strong relationships with clients, ensuring mutual respect and support in achieving their financial goals.Explore more
Summit Legacy Group's Social MediaPopular SearchesSummit Legacy GroupSIC Code 62,628NAICS Code 52,523Show more

Summit Legacy Group Org Chart

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Dorothy Cochran

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Summit Legacy Group Tech Stack

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Frequently Asked Questions Regarding Summit Legacy Group

What is Summit Legacy Group's official website?
Summit Legacy Group's official website is www.summitlegacygroup.com What is Summit Legacy Group's Revenue?
Summit Legacy Group's revenue is <$5 Million What is Summit Legacy Group's SIC code?
Summit Legacy Group's SIC: 62,628 What is Summit Legacy Group's NAICS code?
Summit Legacy Group's NAICS: 52,523 How many employees does Summit Legacy Group have?
Summit Legacy Group has 1-10 employees What industry does Summit Legacy Group belong to?
Summit Legacy Group is in the industry of: Finance, Insurance, Securities Trading What technology does Summit Legacy Group use?
Some of the popular technologies that Summit Legacy Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager What does Summit Legacy Group do?

Summit Legacy Group specializes in financial solutions that focus on effective money management, asset accumulation, and wealth preservation. They offer a range of services including retirement planning, estate management, investment strategies, insurance, and tax assistance. Their mission is to empower clients to make informed financial decisions... and establish a legacy for their heirs through personalized service and education. The company aims to build strong relationships with clients, ensuring mutual respect and support in achieving their financial goals.Read More

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

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