Summit Financial and Insurance Revenue

Investment Management • United States • 1-10 Employees

Summit Financial and Insurance revenue & valuation

Annual revenue	$14,600,000
Revenue per employee	$2,912,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$46,600,000
Total funding	No funding

Key Contact at Summit Financial and Insurance

Dave Dishong

Owner

Company overview

Headquarters	United States
Phone number	+13175071825
Website	summitfinancialandinsurance.com
NAICS	5231
Employees	1-10
Socials

About Summit Financial and Insurance

Summit Financial and Insurance is an independent financial and insurance company whose professionals provide individualized solutions tailored around our clients' specific needs. Our goal is help guide you to the peak of your financial journey. Our core principals are communication, integrity, stewardship, and education. We realize you have many choices when it comes to selecting a financial professional. Our goal is to provide you with unsurpassed communication through regular face-to-face meetings; monthly newsletters on timely topics; prompt and courteous follow up; and access to eMoney, an award-winning online financial planning software. We take the business of investments and insurance very seriously. As independent financial advisors, the professionals at Summit Financial and Insurance don't offer ANY proprietary products or solutions. Your best interests are our best interests.....Period. As a client of our practice, you will always know what your fees are, and most importantly, how we're compensated to provide our services. Finally, our goal is to provide a holistic approach to financial planning. We'll closely examine your total financial picture to help ensure I'm offering the most comprehensive investment and insurance solutions to match your specific needs.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Summit Financial and Insurance has never raised funding before.

Frequently asked questions

Summit Financial and Insurance is located in US.

You can reach Summit Financial and Insurance at +13175071825.

Summit Financial and Insurance generates an estimated annual revenue of $14,557,575. This revenue figure reflects the company's market position and business performance in its industry.

Summit Financial and Insurance has an estimated valuation of $46,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Summit Financial and Insurance has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Summit Financial and Insurance

Dave Dishong

Owner

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