Summit Financial

  • Financial Services
  • Wilmington MA
  • 63 employees
  • Financial Services
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Company Overview

Headquarters
300 Ballardvale St, Wilmington MA
Website
summitfinancialcorp.com
Email
jb****@summitfinancialcorp.com
Phone
(781) 229-9500
Employees
63
Founded in
1993
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is Summit Financial

Summit Financial Corporation is a privately owned company based in Wilmington, Massachusetts. Employing 63 individuals, Summit Financial Corporation has generated $50 million in revenue. Summit Financial Corporation provides retirement, employee benefits, and financial planning products and services to organizations and individuals. The company helps retirement and benefits clients achieve their goals for their companies and employees, and works with individuals to attain financial security. Summit Financial Corporation distinguishes itself through unparalleled industry expertise, a long-term perspective, collaborative practices across divisions, and a commitment to exceptional client service. Summit Financial Corporation may be contacted through their website at summitfinancialcorp.com. Securities are offered through LPL Financial, a member of FINRA/SIPC. Investment advisory services are provided by Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services are offered through HUB International.

Summit Financial Industry Tags

Employee Benefits
Retirement Plans
Individual Tax & Financial Planning
Corporate Retirement Planning and Employee Education
Financial Services
Financial Advisory Services
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Companies Similar to Summit Financial

Analyze industry trends and opportunities by examining competitors and companies comparable to Summit Financial, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
50M 13 Henderson, NV 1995
50M 8 2017
50M 132 New Berlin, WI 1985
50M 12 Stamford, CT 2005
50M 342 Washington, DC 2014
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FAQ

What is the location of Summit Financial's headquarters?
The headquarters of Summit Financial are situated at 300 Ballardvale St, Wilmington MA
What is Summit Financial's phone number?
Summit Financial's contact number is (781) 229-9500.
What is Summit Financial's official website?
The official website of Summit Financial can be found at summitfinancialcorp.com.
What is Summit Financial's current revenue?
As of December 2015, Summit Financial's annual revenue reached $50B.
How many employees does Summit Financial currently have?
Summit Financial employs approximately 63+ people as of December 2015
Which industries is Summit Financial primarily operating in?
Summit Financial operates in the following industries: Finance, Credit
What are Summit Financial's industry tags?
Summit Financial's industry tags include: Employee Benefits, Retirement Plans, Individual Tax & Financial Planning
When was Summit Financial founded?
Summit Financial was founded in 1993.

Employee Directory

Key Employees

Shawna Rasmussen

Owner

Phone Email

Cindy Payne

Account Manager

Phone Email

Dan Fowler

Vice President

Phone Email

Erin Straub

Operations

Phone Email

David Touhill

Marketing and Support

Phone Email