Summit Financial & Insurance Services Email Formats

Financial Services • Brea, California, United States • 1-10 Employees

Summit Financial & Insurance Services Email Formats

Summit Financial & Insurance Services uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@summitfis.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@summitfis.com	100%

Key Contact at Summit Financial & Insurance Services

Kevin Fitzgerald

Director of Client Services

Company overview

Headquarters	3 Pointe Dr, Suite 301, Brea, California 92821, US
Website	summitfis.com
NAICS	52
Founded	2013
Employees	1-10

About Summit Financial & Insurance Services

Summit Financial & Insurance Services serves an array of clients nationwide utilizing a relationship-first based approach. We specialize in two main phases: the accumulation of assets during working years and the drawdown stage during a potentially lengthy retirement. Our fees are based on total assets as we believe in a no out-of-pocket cost process that adheres to all types of individuals, families, and business owners. Please see my website at summitfis.com for disclosures.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Summit Financial & Insurance Services has never raised funding before.

Frequently asked questions

Summit Financial & Insurance Services is located in Brea, California, US.

Summit Financial & Insurance Services was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Summit Financial & Insurance Services

Kevin Fitzgerald

Director of Client Services

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