Summit Financial Group, LLC

The Power of Partnership

General Information
Company Name
Summit Financial Group, LLC
Founded Year
-
Location (Offices)
San Ramon, United States +2
Founders / Decision Makers
Number of Employees
47
Industries
Finance, Financial Services, Insurance +1
Funding Stage
-
Social Media

Summit Financial Group, LLC - Company Profile

Summit Financial Group, LLC is a high-touch, boutique independent practice specializing in Finance, Financial Services, Insurance, and Wealth Management. With over 20 years of experience, Summit prides itself on fostering a community of like-minded peers and providing support for successful and happy advisors. Offering securities through Raymond James Financial Services, Inc. and investment advisory services through Raymond James Financial Services Advisors, Inc., Summit champions advisors by providing the necessary resources and support. The company prioritizes the cultivation of client relationships and business growth, affirming its commitment to The Power of Partnership. However, it's worth noting that Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. While the company's founding date and last investment information are not available, it is clear that they operate from the United States. Investors should be aware that not all investments and services mentioned may be available in every state, and individuals outside the United States are subject to different securities and tax regulations. Overall, Summit Financial Group, LLC presents a compelling proposition for advisors seeking a supportive and collaborative community while also acknowledging the important regulatory considerations.

Taxonomy: Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Succession Planning, 401(k) Plans, Life Insurance, Long Term Care Insurance, Disability Insurance, Divorce Financial Planning, Summit Financial Group, Raymond James Financial Services, Independent Practice, Financial Advisory, Client Relationships

Funding Rounds & Investors of Summit Financial Group, LLC (0)

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There is no investment information

Latest News of Summit Financial Group, LLC

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No recent news or press coverage available for Summit Financial Group, LLC.

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