Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Summit Planning Group Logo
Summit Planning Group CB Rank
3299978
Heat Score
34
Summit Planning Group is a financial advisory firm that offers wealth management, insurance, estate, and retirement planning services.
Founded
obfuscation
Private East Syracuse, New York, United States1-10 summitplan.com/cgi-bin/htmlos.cgi/index.html
Advice
Financial Services
Insurance
Retirement
Wealth Management
Overview

Summit Planning Group
Heat Score
34

Growth Score
pts
in past quarter
Heat Score 34
-15 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Summit Planning Group

CB Rank
3299978
Summit Planning Group is a financial advisory firm that offers wealth management, insurance, estate, and retirement planning services.
Founded
obfuscation
Private East Syracuse, New York, United States1-10 summitplan.com/cgi-bin/htmlos.cgi/index.html
Advice
Financial Services
Insurance
Retirement
Wealth Management

Key People

Details

Legal Name Summit Planning Group, Inc
Operating Status Active
Company Type For Profit
Phone Number +1 315-425-0344
Contact Email summitplanning@yahoo.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Wealth Management
A service that creates tailored financial plans combining assets and income to meet individual needs and economic conditions.
Wealth Management Advisory Services
Services including financial reviews, retirement income planning, estate planning, insurance reviews, and long-term care planning tailored to client needs.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News

News and Press

News•Apr 22, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jul 15, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jul 15, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$82.9KThis year, Summit Planning Group is projected to spend $82.9K on IT, according to Aberdeen.

Active Website Tech Count

5Summit Planning Group is actively using 5 technologies for its website, according to BuiltWith. These include U.S. Server Location, CloudFront, and  SiteGround CAPTCHA.
Sub-Organizations
Frequently Asked Questions

Where is Summit Planning Group's headquarters? Summit Planning Group is located in East Syracuse, New York, United States.Who are Summit Planning Group's competitors? Alternatives and possible competitors to Summit Planning Group may include Thoroughbred Financial Services, Foxstone Financial, and  CenterPoint Financial Group.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(8fe006b 1)
|