Where are Summit Financial Group, Llc's Headquarters?

Summit Financial Group, Llc's Headquarters are in 2000 Crow Canyon Place Suite 450,San Ramon,California,United States

What is Summit Financial Group, Llc's phone number?

Summit Financial Group, Llc's phone number is +1 925-866-7800

What is Summit Financial Group, Llc's official website?

Summit Financial Group, Llc's official website is https://www.summitadvisors.com

What is Summit Financial Group, Llc's Revenue?

Summit Financial Group, Llc's revenue is $1 - 10M

What is Summit Financial Group, Llc's NAICS code?

Summit Financial Group, Llc's NAICS code is 523930

How many employees are working in Summit Financial Group, Llc

Summit Financial Group, Llc has 33 employees

What is Summit Financial Group, Llc's Industry?

Summit Financial Group, Llc is in the industry of Financial Services

Who is Summit Financial Group, Llc's Manager Of Financial Planning And Professional Services?

Summit Financial Group, Llc's Manager Of Financial Planning And Professional Services is Rachael Kepke

Summit Financial Group, Llc

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Description

A comprehensive financial planning and wealth management firm providing insight and solutions that assist clients with their financial independence. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions in order to educate clients so they understand their financial picture and recommended action steps, then implement solutions that match their priorities and resources.Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Certain individuals associated with Summit Financial Group, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (Securian), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRAs BrokerCheck. For information about which individuals associated with Summit Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securians behalf, please contact Securian at 1-800-820-4205. Summit Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Headquarters:2000 Crow Canyon Place Suite 450, San Ramon, California, United States
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Phone Number: +1 925-866-7800
Website: https://www.summitadvisors.com
Employees:33
Revenue:$1 - 10M
Legal Name:Summit Financial Group, Llc
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| NAICS Code: 523930 |
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Manager Of Financial Planning And Professional Services for Summit Financial Group, Llc

Rachael Kepke

Manager Of Financial Planning And Professional Services

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