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 company that works within the Investment bank/brokerage industry. Their profile on Lead411 presents significant contact information such as cfo contacts, phone numbers, linkedin data, and Summit Financial Strategies, Inc. email addresses with the @summitfin.comdomain format. They have their head office in Columbus, OH. 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
A Columbus, OH-based organization, Summit Financial Strategies, Inc. is just one of the many Lead411 profiles that you can find contact information, like phone numbers and emails. Their profile includes @summitfin.com email addresses, as well as details on Ted Saneholtz's email, the organization's President. Their profile can be found in Investment bank/brokerage category. If you also need twitter, facebook, linkedin, wiki, and biography details for Ted Saneholtz, you can also find them in Lead411. 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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