Summit Retirement Services

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

1600 W University Ave Ste 215, Flagstaff...

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Summit Retirement Services

Summit Retirement Services specializes in wealth and asset management, providing tailored financial advice to help clients achieve their retirement goals. They offer a comprehensive planning process that includes exploring clients' needs, evaluating their financial situations, and creating custom strategies. The company also hosts informational seminars and webinars to educate clients on retirement income strategies and wealth management. Their services are aimed at individuals seeking to grow and preserve their assets for a secure retirement.Explore more
Summit Retirement Services's Social MediaPopular SearchesSummit Retirement ServicesSummit Retirement Services LLCSIC Code 62,628NAICS Code 52,523Show more

Summit Retirement Services Org Chart

PhoneEmail
KH
United States flag for contact location.

Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Retirement Service...

$5.2M
1-10
Private
-
2011
KH
Kimberly HartDirector, Operations
$6M
11-50
Private
<$5M
1995
Manuel Rosado, President at Spectrum Investment Advisors
Manuel RosadoPresident
$5.5M
11-50
Private
-
2015
N/A
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Summit Retirement Services Tech Stack

A closer look at the technologies used by Summit Retirement Services

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Frequently Asked Questions Regarding Summit Retirement Services

What is Summit Retirement Services's official website?
Summit Retirement Services's official website is www.summitretire.com
What is Summit Retirement Services's Revenue?
Summit Retirement Services's revenue is $5.2 Million
What is Summit Retirement Services's SIC code?
Summit Retirement Services's SIC: 62,628
What is Summit Retirement Services's NAICS code?
Summit Retirement Services's NAICS: 52,523
How many employees does Summit Retirement Services have?
Summit Retirement Services has 1-10 employees
What industry does Summit Retirement Services belong to?
Summit Retirement Services is in the industry of: Finance, Securities Trading
What is Summit Retirement Services competition?
Summit Retirement Services top competitors include: Eissman Wealth Management, Mountainview Wealth Management, RZA Wealth Management, Yeomans Consulting Group
What technology does Summit Retirement Services use?
Some of the popular technologies that Summit Retirement Services uses are: Cloudflare CDN, Google Font API, Microsoft 365, GoDaddy DNS
What does Summit Retirement Services do?

Summit Retirement Services specializes in wealth and asset management, providing tailored financial advice to help clients achieve their retirement goals. They offer a comprehensive planning process that includes exploring clients' needs, evaluating their financial situations, and creating custom strategies. The company also hosts informational sem... inars and webinars to educate clients on retirement income strategies and wealth management. Their services are aimed at individuals seeking to grow and preserve their assets for a secure retirement.Read More

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

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