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:

Summit Financial Strategies, Inc., a Investment bank/brokerage company, is based in Columbus, OH. They can be reached through Summit Financial Strategies, Inc. email format addresses indicated on their Lead411 profile with a domain of @summitfin.com. 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
Ted Saneholtz is the current President. You can find Ted Saneholtz's linkedin profile, phone numbers, wiki, twitter, and biography on Summit Financial Strategies, Inc.'s Lead411 profile, as well as Summit Financial Strategies, Inc. email addresses with the @summitfin.com domain format. Ted Saneholtz's email may or may not be inside the profile. Summit Financial Strategies, Inc. is situated in Columbus, OH. You can find their contact information on Lead411 categorized under Investment bank/brokerage. 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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