


Summit Legacy
Insurance • Marietta, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 180 Cherokee St, Marietta, GA 30060, US |
| Phone number | +17704259989 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Disability Insurance, Life Insurance, Long Term Care Insurance |
| Founded | 1947 |
| Employees | 1-10 |
| Socials |
Key Contacts at Summit Legacy
Gary Bottoms
Founder
Greg Morgan
Senior Director
Stephen Wrenn
Director
Summit Legacy Email Formats
Summit Legacy uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@summitlegacy.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@summitlegacy.com | 50% |
{first initial} | j@summitlegacy.com | 50% |
About Summit Legacy
For decades, Summit Legacy, LLC has been listening to clients and developing insurance and estate planning solutions customized to their unique and changing needs. *Securities are offered through Lion Street Financial, LLC(512.776.8400). member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile dies not necessarily indicate that this Financial Professional can transact business in your state.
Summit Legacy revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Summit Legacy has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Summit Legacy has never raised funding before.
Summit Legacy Tech Stack
Discover the technologies and tools that power Summit Legacy's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Analytics
Hosting
Blogs
JavaScript libraries
Analytics
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Frequently asked questions
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