Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.
View Top Employees from Summit Financial Strategies, Inc.Website | http://www.summitfin.com |
Revenue | $6 million |
Employees | 47 (47 on RocketReach) |
Founded | 1995 |
Address | 4111 Worth Ave # 510, Columbus, Ohio 43219, US |
Phone | (614) 885-1115 |
Fax | (614) 885-1495 |
Industry | Financial Services, Finance General, Finance |
Web Rank | 6 Million |
Keywords | Summit Financial |
Competitors | Bishop Financial Advisors, CAMBRIDGE FINANCIAL ADVISERS LTD, Gerber, LLC, Homrich Berg, Mallard Advisors Llc |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52392 Companies, NAICS Code 523920 Companies |
Looking for a particular Summit Financial Strategies, Inc. employee's phone or email?
The Summit Financial Strategies, Inc. annual revenue was $6 million in 2024.
Ted Saneholtz is the Founder of Summit Financial Strategies, Inc..
47 people are employed at Summit Financial Strategies, Inc..
Summit Financial Strategies, Inc. is based in Columbus, Ohio.
The NAICS codes for Summit Financial Strategies, Inc. are [52, 523, 5239, 52392, 523920].
The SIC codes for Summit Financial Strategies, Inc. are [628, 62].