Summit Financial Group, Inc.

Financial Services · Texas

About

Our strength lies in our people! Summit's nationwide team shares a common goal of exceptional service. From Fortune 500 companies to local entrepreneurs and non-profits, clients trust us for industry knowledge and real-world expertise in managing their daily benefits, insurance, and investment challenges. From engaging seminars and webinars to bustling trade-shows, we position ourselves as an industry-leader in our event opportunities. Whether hosting or participating, we ensure our employees seize every opportunity to learn, connect, and grow. Fort Summit, A.K.A. "The Ranch," is our 2,000+ acre hub in rural Oklahoma for internal trainings, public events, and sporting excursions. A practical destination for clients, partners, and family, featuring private lodges, farms, and campgrounds, fostering both career and personal growth.

Details

  • Website: http://www.yoursummit.com/
  • Founded: 1988
  • Company Size: 145 employees
  • Headquarters: Dallas, Texas
  • Specialties: Group Medical & Ancillary Benefits, Benefits Consulting, Corporate Retirement Plans, HR Consulting & Compliance, Voluntary Benefits, Risk Management, Individual Life Insurance, Wealth and Money Management