Summit Financial Group

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Description

  • In 1987, we began operating as a small brokerage firm mainly focused on employee benefits. Today, Summit Financial Group, a Summit Consolidated Group company, is a nationwide, full-service financial services and executive consultation conglomerate with offices and affiliated partners coast to coast. We serve companies and organizations by providing them with exceptional insights and counsel pertaining to every aspect of the human resources and risk management spectrum; group and executive benefits, property and casualty insurance, and benefits administration. For individuals, we provide financial planning and advisory, wealth management and a complete line of insurance coverage. Our culture is shaped by a collective heart for service. Our performance is fortified with experience, proficiency, and the most advanced technologies available. Our clients satisfaction and loyalty are everything.Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
  • location

    Headquarters:5420 Lbj Freeway Suite 725, Dallas, Texas, United States

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  • Summit Financial Group phone

    Phone Number: +1 972-341-2200

  • Summit Financial Group website

    Website: https://www.yoursummit.com

  • Summit Financial Group employees

    Employees:106

  • Summit Financial Group revenue

    Revenue:$10 - 50M

  • Summit Financial Group legal name

    Legal Name:Summit Financial Group

  • Summit Financial Group's Social Media

    Summit Financial Group linkedin Summit Financial Group facebook Summit Financial Group twitter
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  • |  NAICS Code: 561499  |

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Person level website identification

CEO for Summit Financial Group

Ronald Miller

President And Chief Executive Officer

Person level website visitor identification

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View Employees

Scott Jennings

Chief Operating Officer

Jim Cole

President

Kaci Skidgel

President, Corporate Retirement Plans

Jeff Lynch

President And Owner

Todd Rolland

President

Frequently Asked Questions regarding Summit Financial Group

  • Where are Summit Financial Group's Headquarters?

    Summit Financial Group's Headquarters are in 5420 Lbj Freeway Suite 725,Dallas,Texas,United States

  • What is Summit Financial Group's phone number?

    Summit Financial Group's phone number is +1 972-341-2200

  • What is Summit Financial Group's official website?

    Summit Financial Group's official website is https://www.yoursummit.com

  • What is Summit Financial Group's Revenue?

    Summit Financial Group's revenue is $10 - 50M

  • What is Summit Financial Group's NAICS code?

    Summit Financial Group's NAICS code is 561499

  • How many employees are working in Summit Financial Group

    Summit Financial Group has 106 employees

  • What is Summit Financial Group's Industry?

    Summit Financial Group is in the industry of Financial Services

  • Who is Summit Financial Group's CEO?

    Summit Financial Group's CEO is Ronald Miller

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