Summit Retirement Solutions

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

219 Addison Rd Ste 401, Glastonbury, Con...

Phone Number

(860) 269-0909

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
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1
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About Summit Retirement Solutions

Summit Retirement Solutions specializes in helping individuals and families achieve their ideal retirement through personalized financial strategies. They offer services that include financial evaluations, retirement planning, and informational seminars on wealth management. Their mission is to provide clients with integrity and transparency while assessing their financial situations. The company aims to empower clients to regain control of their financial future and navigate their retirement journey effectively.Explore more
Summit Retirement Solutions's Social MediaPopular SearchesSummit Retirement SolutionsSummit Retirement Solutions ProcessSIC Code 62,628NAICS Code 52,523Show more

Summit Retirement Solutions Org Chart

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DJ
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Retirement Solutio...

<$5M
1-10
Private
-
-
DJ
Dani JiracekDirector, Operations
<$5M
1-10
Private
<$5M
2005
MT
Matthew TaylorPresident and CFP
<$5M
1-10
Private
<$5M
2006
JM
Jeff MitchellFounder & CEO
<$5M
1-10
Private
-
1996
LM
Leslie MediateVice President
<$5M
1-10
Private
-
2017
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
<$5M
1-10
Private
-
2000
WR
William RolinFounder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Summit Retirement Solutions Tech Stack

A closer look at the technologies used by Summit Retirement Solutions

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Frequently Asked Questions Regarding Summit Retirement Solutions

What is Summit Retirement Solutions's official website?
Summit Retirement Solutions's official website is www.summit-rs.com
What is Summit Retirement Solutions's Revenue?
Summit Retirement Solutions's revenue is <$5 Million
What is Summit Retirement Solutions's SIC code?
Summit Retirement Solutions's SIC: 62,628
What is Summit Retirement Solutions's NAICS code?
Summit Retirement Solutions's NAICS: 52,523
How many employees does Summit Retirement Solutions have?
Summit Retirement Solutions has 1-10 employees
What industry does Summit Retirement Solutions belong to?
Summit Retirement Solutions is in the industry of: Finance, Securities Trading
What is Summit Retirement Solutions competition?
Summit Retirement Solutions top competitors include: Sego Wealth Management, Monolith Financial Group, Mediate Financial Services, WilLo Financial Group
What technology does Summit Retirement Solutions use?
Some of the popular technologies that Summit Retirement Solutions uses are: goo.gl, WordPress.org, PHP, Adobe Typekit
How do I contact Summit Retirement Solutions?
Summit Retirement Solutions contact info: Phone number: (860) 269-0909 Website: www.summit-rs.com
What does Summit Retirement Solutions do?

Summit Retirement Solutions specializes in helping individuals and families achieve their ideal retirement through personalized financial strategies. They offer services that include financial evaluations, retirement planning, and informational seminars on wealth management. Their mission is to provide clients with integrity and transparency while... assessing their financial situations. The company aims to empower clients to regain control of their financial future and navigate their retirement journey effectively.Read More

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

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