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Summit Financial Group, Inc.

Dallas, United States (US) · Finance and Banking

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Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

Apr 2026

Summit Financial Group, Inc. is a Finance and Banking company based in Dallas, United States (US), founded in 1988, with 100-150 employees. Summit Financial Group, Inc.'s profile is verified on Enterprise League.

Overview

At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients. Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new “Summit”. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

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Contact Details

info@yoursummit.com

Dallas, United States (US), 5420 LBJ Freeway, Suite 1940

+3

Founded

1988

Employees

100-150

Keywords

#group medical & ancillary benefits

#benefits consulting

#corporate retirement plans

#hr consulting & compliance

#voluntary benefits

#risk management

#individual life insurance

#wealth and money management

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