Summit Financial Strategies, Inc.

summitfin.com
7965 North High Street,
Columbus, OH 43235
Phone: 614-885-1115
Fax: 614-885-1495

Type:

Private

Employees:

20 - 49

Revenue:

5 - 10 Million

Industry:

Finance->Investment Bank/Brokerage

SIC Code:

6282 - Investment Advice
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Brian Sutliff
Title: Partner
Executive HQ :614-885-1115 Export
Liam Hurley
Title: Partner
Executive HQ :614-885-1115 Export
Samantha Macchia
Title: Principal / Senior Financial Advisor / Chief Compliance Officer
Executive HQ :614-885-1115 Export
Ted Saneholtz
Title: Partner
Executive HQ :614-885-1115 Export
Katherine Mccartan
Title: Operations Administrator
Administration HQ :614-885-1115 Export
Mary Wolf
Title: Portfolio Administrator
Administration HQ :614-885-1115 Export
Austen Harrison
Title: Paraplanner
Executive HQ :614-885-1115 Export
Nicole Dray
Title: Paraplanner
Executive HQ :614-885-1115 Export
Scott Schwartz
Title: Paraplanner
Executive HQ :614-885-1115 Export
Sally Francis
Title: Operations Manager
Operations HQ :614-885-1115 Export
Tom Davison
Title: Special Projects Coordinator
Operations HQ :614-885-1115 Export
Ben Skinner
Title: Staff Financial Advisor
Finance HQ :614-885-1115 Export
Brandon Wissinger
Title: Staff Financial Advisor
Finance HQ :614-885-1115 Export
Joe Reardon
Title: Senior Financial Advisor
Finance HQ :614-885-1115 Export
Kevin Spray
Title: Staff Financial Advisor
Finance HQ :614-885-1115 Export
Ryan Oravetz
Title: Staff Financial Advisor
Finance HQ :614-885-1115 Export
Mike Scherer
Title: Financial Advisor
Finance HQ :614-885-1115 Export
Mark Coffey
Title: Fee-Only Financial Planner
Finance HQ :614-885-1115 Export
Luke Salcone
Title: Staff Financial Advisor
Finance HQ :614-885-1115 Export
Tim Swain
Title: Financial Advisor
Finance HQ :614-885-1115 Export
Wendy Trout
Title: Financial Advisor
Finance HQ :614-885-1115 Export
William Whitaker
Title: Senior Financial Advisor
Finance HQ :614-885-1115 Export
Chris Cea
Title: Office Manager
Executive HQ :614-885-1115 Export
Lesa Fitzpatrick
Title: Data Manager/Trader
Executive HQ :614-885-1115 Export
Ted Saneholtz
Title: President
Executive HQ :614-885-1115 Export
Liam Hurley
Title: Principal
Executive HQ :614-885-1115 Export
Showing 1 to 26 of 29 entries

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Additional Info:

Looking for company data regarding Summit Financial Strategies, Inc.'s CEO or CFO? Summit Financial Strategies, Inc. is part of the Investment bank/brokerage field and are located in the area of Columbus, OH. Some of the helpful data that can be found on their Lead411 profile include Summit Financial Strategies, Inc. email addresses marked by the domain format @summitfin.com. Other contact information could contain cfo names, phone numbers, linkedin profiles, corporate contacts, and facebook profiles. If you sign up for our free trial you will see our email@summitfin.com addresses.

Company Background:

Full company description is available with the free trial.

Ceo Reference:

Ted Saneholtz
Summit Financial Strategies, Inc.'s President is Ted Saneholtz. They are based in Columbus, OH, and you can find their Lead411 profile filed under the Investment bank/brokerage industry. Ted Saneholtz's profile contains twitter, phone numbers, linkedin, wiki, and biography information, and you can also find other Summit Financial Strategies, Inc. contact information and email addresses on Lead411 with the @summitfin.com domain format. Some possible email formats for Ted Saneholtz are TSaneholtz@summitfin.com, Ted.Saneholtz@summitfin.com, Ted@summitfin.com, and Ted_Saneholtz@summitfin.com. If you sign up for our free trial you will see our email@summitfin.com addresses.

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