Summit Financial Group, Inc.

Summit Financial Group, Inc.

Financial Services

Dallas, Texas 3,233 followers

About us

At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients. Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new “Summit”. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Industry
Financial Services
Company size
51-200 employees
Headquarters
Dallas, Texas
Type
Privately Held
Founded
1988
Specialties
Group Medical & Ancillary Benefits, Benefits Consulting, Corporate Retirement Plans, HR Consulting & Compliance, Voluntary Benefits, Risk Management, Individual Life Insurance, and Wealth and Money Management

Locations

Employees at Summit Financial Group, Inc.

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