Summit Planning Group
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
420 E Main St Ste 11, Branford, Connecti...Phone Number
(203) 483-3313Website
www.summitplanninggroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Summit Planning Group
Summit Planning Group, LLC is an independent wealth management advisory firm that has been providing comprehensive financial planning services for over 20 years. The firm specializes in advising business owners, professionals, executives, and retirees, focusing on the unique and inter-related aspects of their financial situations. With a team of advisors averaging 25 years of experience in finance, tax, insurance, and investments, they are well-equipped to guide clients through every phase of financial planning. Their services include retirement planning, investment management, estate planning, insurance, and tax strategies.Explore more
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Summit Planning Group Org Chart
KO
Executive Assistant
MB
Assistant To Karl Zirolli
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Summit Planning Group, LLC is an independent wealth management advisory firm that has been providing comprehensive financial planning services for over 20 years. The firm specializes in advising business owners, professionals, executives, and retirees, focusing on the unique and inter-related aspects of their financial situations. With a team of ad... Read More
