32
46
Growth Score
-11 pts
Heat Score
-8 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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516076
Summit Financial is delivers customized retirement plans and employee benefit plans, as well as personal tax & financial planning solutions.
- Joeseph Bonasera: Co-Founder & President
- Brian Babcock: Founding Member, Vice President & Chief Operating Officer
About the Company
Summit Financial Corporation is delivers customized retirement plans and employee benefit plans, as well as personal tax and financial planning solutions to organizations and individuals in the United States. It provides business retirement plan services in the areas of income tax compliance, business operations consulting, investment management
and asset allocation, insurance planning and implementation, long-term care, education planning and funding, executive deferred compensation, life events planning, and retirement income planning and management services.
