In celebration of National Intern Day, we want to give a special shoutout to one of our amazing summer interns! Wesley Burns, a junior at Oral Roberts University, has been an invaluable addition to our team this summer. One thing Wesley noted from his experience is this: "From my internship at Summit, I've learned firsthand the critical role of relationship building that goes beyond the numbers and analysis." #NationalInternDay #ReachYourSummit #Internship
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.
- Website
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http://www.yoursummit.com/
External link for Summit Financial Group, Inc.
- 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
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Primary
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240, US
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1350 South Boulder Avenue West
Tulsa, Oklahoma 74119, US
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30 Tower Lane
Suite 135
Avon, CT 06001, US
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1990 S Bundy Dr
Suite 410
Los Angeles, California 90025, US
Employees at Summit Financial Group, Inc.
Updates
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Market declines vary in intensity and duration, making it hard to distinguish between a brief dip and a prolonged correction. Remember, stock market declines are a natural part of investing. Stay calm and consult your advisor to navigate these phases. #FinancialInsights #WealthManagement #ReachYourSummit
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Finances can be sweet, and so can our Summit #team! Recently we celebrated National Ice Cream Day. We are thankful to build lasting relationships, one scoop at a time!
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Planning for retirement isn't one-size-fits-all. While inflation and outliving savings are top concerns among employees, understanding diverse priorities is crucial. How will you tailor your retirement plan to meet your organization’s unique needs? #RetirementPlans #Investments #ReachYourSummit
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Some of our advisors experienced Cetera Financial Group’s #Connect2Peers event in #Nashville. Our advisors heard from Matthew McConaughey, Keynote for the Connect2Peers as he shared about this new book Green Lights. Dale Young, David M. Stewart CLU®, ChFC®, CASL®, RICP®, Nathan Dinsmore, and #Connect2Peers presenter Kaci Skidgel, CPFA™, C(k)P®, AIF®, enjoyed every moment connecting and sharing insights to better help our clients with their unique financial goals! #ReachYourSummit
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Our Risk Management team had an opportunity to spend time in CT last week touring The Hartford Insurance Company, visiting the Travelers Claim University & Catastrophe Center, and enjoying a great networking session with Amwins. It was a great few days to team build and make memories in addition to getting our #Dallas and #Connecticut team together in one place! #RiskManagement #Insurance #ReachYourSummit
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As cyber-related crime continues to increase, claims may become even more necessary. That’s why having comprehensive coverage is crucial. Is your business adequately protected? #Insurance #RiskManagement #ReachYourSummit
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Are you avoiding life-insurance due to the perceived costs? According to LIMRA, those with Life Insurance plans feel more financially secure (78%) compared to those without (47%). I️t’s true – you may be able to protect your financial future without breaking the bank! #FinancialSecurity #LifeInsurance #ReachYourSummit
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Happy #IndependenceDay! In observance of the holiday, our offices are closed today, July 4th. Have a safe and memorable celebration! #fourthofjuly #ReachYourSummit
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How do you maintain focus among the demands of your professional life? Last week, our Summit Leadership Academy continued as we explored strategies using the ‘5 Gears.’ We extend a special thanks to Jessica Rimmer, Ph.D. and Solomon Strategic Advisors for their invaluable contributions to our #growth as #leaders. Kyle Minick, MBA Shelby Robertson Whitney Beale Morgen Williams (Moxley) Molly Archer Shannon Day Nathan Dinsmore Ellen Ezell Dalton Boyd Casey Amorosi Kaci Skidgel, CPFA™, C(k)P®, AIF® Jacey Ramirez (Avant), CISR #leadershipdevelopment #ReachYourSummit