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51-200 employees
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Financial Services
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7965 N. High Street, Suite 350, Columbus, Ohio 43235, US
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Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next.
From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country.
We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.
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Summit Financial Strategies, Inc. Email Formats | Example Email Formats | Percentage |
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{first} | [email protected] |
55.56%
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The widely used Summit Financial Strategies, Inc. email format is {first} (e.g. [email protected]) with 55.56% adoption across the company.
To contact Summit Financial Strategies, Inc. customer service number in your country click here to find.
Samantha Macchia is the CEO of Summit Financial Strategies, Inc.. To contact Samantha Macchia email at [email protected].
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