CompaniesdividerSummit Financial Resources, Inc.

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Summit Financial Resources, Inc.

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summit financial resources, inc., founded in 1982, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, wall street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. our approach to strategic and coordinated financial planning for wealthier clients consists of assembling a team of highly qualified professionals responsible for needs analysis, developing, presenting and implementing a program tailored for a client’s long term objectives. we draw on the resources of our in-house, multi-disciplined professional staff made up of cpas, tax attorneys, cfp® professionals, estate, insurance and benefits consultants, investment advisors and administrative support staff.

Headquarters:
4 Campus Drive, Parsippany, New Jersey, United States, 07054
Industry:
Financial Services
Founded:
1982
Employees:
228
Annual Revenue:
-
Type: Private
Ticker: -
United States 212Canada 4New Zealand 1China 1South Africa 1
Estate PlanningPortfolio ManagementBusiness PlanningInvestmentsWealth AccumulationPrivate Wealth ManagementTrust ServicesEmployee BenefitsRetirementRetirement Planning
SIC Code: 7389Major Group: Business ServicesIndustry Group: Miscellaneous Business ServicesIndustry Sector: Business Services, Not Elsewhere Classified
NAICS Code: 523120Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Securities BrokerageNational Industry: Securities Brokerage
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice
NAICS Code: 531390Sector: Real Estate and Rental and LeasingSub Sector: Real EstateIndustry Group: Activities Related to Real EstateNAICS Industry: Other Activities Related to Real EstateNational Industry: Other Activities Related to Real Estate
NAICS Code: 54Sector: Professional, Scientific, and Technical ServicesSub Sector: Industry Group: NAICS Industry: National Industry:

Frequently asked questions about Summit Financial Resources, Inc.

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Where is Summit Financial Resources, Inc. located?

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Summit Financial Resources, Inc.'s headquarters is located at 4 Campus Drive, Parsippany, New Jersey, United States, 07054

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

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Summit Financial Resources, Inc.'s official website is summitfinancial.com

What is Summit Financial Resources, Inc.'s SIC code?

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SIC Code: 7389Major Group: Business ServicesIndustry Group: Miscellaneous Business ServicesIndustry Sector: Business Services, Not Elsewhere Classified

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

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NAICS Code: 523120Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Securities BrokerageNational Industry: Securities Brokerage
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice
NAICS Code: 531390Sector: Real Estate and Rental and LeasingSub Sector: Real EstateIndustry Group: Activities Related to Real EstateNAICS Industry: Other Activities Related to Real EstateNational Industry: Other Activities Related to Real Estate
NAICS Code: 54Sector: Professional, Scientific, and Technical ServicesSub Sector: Industry Group: NAICS Industry: National Industry:

How many employees does Summit Financial Resources, Inc. have?

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Summit Financial Resources, Inc. has 228 employees

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

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

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

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Summit Financial Resources, Inc. Linkedin page

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