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Summit Financial Services, Inc.

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summit financial services, inc. is an independent comprehensive financial firm staffed by caring professionals dedicated to providing personalized financial advice. we assist our clients in designing, implementing, and monitoring their investment, insurance and estate planning programs. these programs are tailored to each individual’s financial and emotional needs to provide them with solutions that will help them pursue their goals. we offer attentive service and creative solutions suited to your unique situation and place emphasis on client education and empowerment. our clients tell us they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand. our mission is to help you overcome uncertainty, take control of your finances and move confidently towards your goals. securities and advisory services offered through lpl financial, a registered investment advisor. member sipc (sipc.org). the financial professional

Headquarters:
Melville, New York, United States, 11747
Industry:
Financial Services
Founded:
-
Employees:
-
Annual Revenue:
-

Type: Private
Ticker: -
NAICS Code: 621399Sector: Health Care and Social AssistanceSub Sector: Ambulatory Health Care ServicesIndustry Group: Offices of Other Health PractitionersNAICS Industry: Offices of All Other Health PractitionersNational Industry: Offices of All Other Miscellaneous Health Practitioners

Frequently asked questions about Summit Financial Services, Inc.

Let us help answer the most common questions you might have.

Where is Summit Financial Services, Inc. located?

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Summit Financial Services, Inc.'s headquarters is located at Melville, New York, United States, 11747

What is Summit Financial Services, Inc.'s official website?

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Summit Financial Services, Inc.'s official website is summitfinancialsvcs.com

What is Summit Financial Services, Inc.'s NAICS code?

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NAICS Code: 621399Sector: Health Care and Social AssistanceSub Sector: Ambulatory Health Care ServicesIndustry Group: Offices of Other Health PractitionersNAICS Industry: Offices of All Other Health PractitionersNational Industry: Offices of All Other Miscellaneous Health Practitioners

What industry does Summit Financial Services, Inc. belong to?

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Summit Financial Services, Inc. is in the industry of: Financial Services

What are Summit Financial Services, Inc.'s social media links?

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Summit Financial Services, Inc. Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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