Summit Legacy

  • Insurance
  • Marietta GA
  • 10 employees
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Company Overview

Headquarters
180 Cherokee St, Marietta GA
Website
summitlegacy.com
Employees
10
Founded in
1947
Industry
Insurance
NAICS Code
NAICS Code 56 Companies
NAICS Code 561 Companies
SIC Code
SIC Code 73 Companies
SIC Code 738 Companies
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Financials & Stats

Revenue

$1B

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Who is Summit Legacy

Summit Legacy, LLC is a small insurance agency located in Marietta, Georgia, with a team of four dedicated employees. Founded decades ago, the company has built its reputation on a client-centric approach, tailoring insurance and estate planning solutions to meet the individual and evolving needs of each customer. Summit Legacy specializes in providing personalized insurance and estate planning guidance. Their expertise spans a range of insurance products and estate planning strategies designed to help clients secure their financial future and protect their loved ones. The company leverages its extensive experience and industry knowledge to offer customized solutions that address the unique circumstances of each client. They collaborate closely with clients to understand their goals, risk tolerance, and financial situation, ensuring that the recommended plans align with their specific requirements. For inquiries or to discuss your insurance and estate planning needs, contact Summit Legacy, LLC at (770) 977-1034. Securities are offered through Lion Street Financial, LLC (512.776.8400).

Summit Legacy Industry Tags

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FAQ

What is the location of Summit Legacy's headquarters?
The headquarters of Summit Legacy are situated at 180 Cherokee St, Marietta GA
What is Summit Legacy's official website?
The official website of Summit Legacy can be found at summitlegacy.com.
What is Summit Legacy's current revenue?
As of March 2024, Summit Legacy's annual revenue reached $1B.
How many employees does Summit Legacy currently have?
Summit Legacy employs approximately 10+ people as of March 2024
Which industries is Summit Legacy primarily operating in?
Summit Legacy operates in the following industries: Insurance
What are Summit Legacy's industry tags?
Summit Legacy's industry tags include: Insurance
When was Summit Legacy founded?
Summit Legacy was founded in 1947.

Employee Directory

Key Employees

Gary Bottoms

Founder

Phone Email

Greg Morgan

Senior Director

Phone Email

Ashley Tapp

Client Advocate

Phone Email