Summit Financial - Maryland

Get Full Access

Description

  • Summit Financial is an independent planning and investment services firm providing innovative, conflict-free strategies for business owners and individuals. We are Independent Main Street advisors not Wall Street. Summit Financial offers comprehensive financial, investment and estate planning services*, including access to life, health and long-term care insurances. As an independent firm we offer investment management advisory services regardless of account size. We are committed to helping business owners navigate the ever changing world of employee benefits. Summit Financial has access to resources and experience of the countrys largest independent broker/ dealer through LPL Financial*. *As reported by Financial Planning magazine, June 1996-2013, based on total revenue.*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC, www.sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.sumfi.com.
  • location

    Headquarters:11350 Mccormick Road , Hunt Valley, Maryland, United States

    More
  • Summit Financial - Maryland phone

    Phone Number: +1 410-584-9600

  • Summit Financial - Maryland website

    Website: https://www.sumfi.com

  • Summit Financial - Maryland employees

    Employees:8

  • Summit Financial - Maryland revenue

    Revenue:$1 - 10M

  • Summit Financial - Maryland legal name

    Legal Name:Summit Financial - Maryland

  • Summit Financial - Maryland's Social Media

    Summit Financial - Maryland linkedin
  • done Is this data correct?
  • |  NAICS Code: 523930  |

    Show More
Person level website identification

Senior Vice President Client Relationship for Summit Financial - Maryland

Nestor Sabundayo

Senior Vice President Client Relationship

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Nestor Sabundayo

Senior Vice President Client Relationship

John Patterson

Senior Vice President Relationship Manager

Larisa Gutowski

Director Of Compliance And Operations

Frequently Asked Questions regarding Summit Financial - Maryland

  • Where are Summit Financial - Maryland's Headquarters?

    Summit Financial - Maryland's Headquarters are in 11350 Mccormick Road ,Hunt Valley,Maryland,United States

  • What is Summit Financial - Maryland's phone number?

    Summit Financial - Maryland's phone number is +1 410-584-9600

  • What is Summit Financial - Maryland's official website?

    Summit Financial - Maryland's official website is https://www.sumfi.com

  • What is Summit Financial - Maryland's Revenue?

    Summit Financial - Maryland's revenue is $1 - 10M

  • What is Summit Financial - Maryland's NAICS code?

    Summit Financial - Maryland's NAICS code is 523930

  • How many employees are working in Summit Financial - Maryland

    Summit Financial - Maryland has 8 employees

  • What is Summit Financial - Maryland's Industry?

    Summit Financial - Maryland is in the industry of Financial Services

  • Who is Summit Financial - Maryland's Senior Vice President Client Relationship?

    Summit Financial - Maryland's Senior Vice President Client Relationship is Nestor Sabundayo

Company Directory