November marks Men’s Mental Health Month. With men often facing higher rates of risky behaviors and fewer preventive checkups, it’s a vital reminder to prioritize health. Take this month to check in on your mental well-being or encourage the men in your life to recognize signs that might need attention. #MensMentalHealthMonth #RiskManagement #ReachYourSummit
Summit Financial Group, Inc.
Financial Services
Dallas, Texas 3,263 followers
About us
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.
- Website
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http://www.yoursummit.com/
External link for Summit Financial Group, Inc.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Dallas, Texas
- Type
- Privately Held
- Founded
- 1988
- Specialties
- Group Medical & Ancillary Benefits, Benefits Consulting, Corporate Retirement Plans, HR Consulting & Compliance, Voluntary Benefits, Risk Management, Individual Life Insurance, and Wealth and Money Management
Locations
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Primary
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240, US
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1350 South Boulder Avenue West
Tulsa, Oklahoma 74119, US
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30 Tower Lane
Suite 135
Avon, CT 06001, US
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1990 S Bundy Dr
Suite 410
Los Angeles, California 90025, US
Employees at Summit Financial Group, Inc.
Updates
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We are lucky to announce a new member to our #team today. Meet Rachel Knight who joins us as a Business Intelligence Analyst. When asked about a quote or idea that has motivated her in her career so far, Rachel responded, “Change is scary but so is staying the same.” - Anonymous We are thankful that she is a part of Summit! Welcome Rachel! #reachyoursummit #newhire
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Election Day is almost here, and it’s natural to wonder about your financial future. At Summit, we're here to support you in staying on course with your financial goals, no matter the outcome. #ElectionDay #FinancialPlanning #ReachYourSummit
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Happy National Author’s Day! We are proud to celebrate Kaci Skidgel, CPFA™, C(k)P®, AIF®, author of “Path to the Summit – Strategies to Reach Your Company’s Peak Retirement.” Her book offers actionable retirement strategies designed to help businesses navigate their financial journey. On this day, we honor all authors whose ideas and insights inspire progress! #NationalAuthorsDay #PathToTheSummit #ReachYourSummit
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This week, we had the pleasure of connecting with many incredible people at the Gateway health fair! It was a great opportunity for our team to meet face-to-face and help team members explore their benefits, supporting them on their path to a healthy future. #GroupBenefits #HealthBenefits #ReachYourSummit Alicia Tiefenthaler, MHR John Locher Alex Graham Beau Phillips Christy Mahnken ScriptSourcing, LLC
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Happy Halloween! Today many of our #team participated in a Halloween costume contest. From the funniest to the scariest and most creative, we had some fantastic looks. Check out these costumes and tell us your favorite! #ReachYourSummit #Halloween
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Halloween is almost here, and many children and adults alike have fun activities planned. Remember, there are lots of ghosts and goblins out tomorrow night – drive slowly and stay alert for kids trick-or-treating. Safety is always in season! #HalloweenSafety #HappyHalloween #ReachYourSummit
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Financial planning can start as early as the day you get your first paycheck – and it is never to late to start either. Whether it is a diary, an excel sheet, or with your advisor, take this month as a reminder to prepare for the financial future of you and your family. #WealthManagement #FinancialPlanningMonth #ReachYourSummit
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Summit was honored to sponsor Social Venture Partners Dallas’ Social Impact Conference, #bigBANG! At the event, Kaci Skidgel, CPFA™, C(k)P®, AIF® delivered an inspiring introduction, sharing a powerful message on the “power of one”—one person, one decision, one action—and its potential to create a ripple effect of change. The event brought together engaged leaders to explore how our impact can create intentionality in #Dallas and beyond. We’re grateful to have been part of this important conversation and remain committed to making a lasting impact, one step at a time. #ReachYourSummit #bigBANG2024 #SocialVenturePartners Tony Fleo Dick Evans
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On this National First Responders Day, we honor the incredible bravery and dedication of those who run toward danger when others seek safety. At the 29th annual Tulsa Fallen Firefighters Memorial, we reflected on the profound impact first responders have on our lives. Chief Michael Baker MA, EFO shared from the book “The Power of Moments” to remind us that firefighters may spend on average just 20 minutes with the citizens of #Tulsa, but the IMPACT may be remembered for a lifetime. We stand with the courageous men and women who make a lasting difference in moments of crisis. Today, and every day, we are grateful. #FirstRespondersDay #FallenHeroes #ReachYourSummit Tulsa Firefighters Benevolent Fund Tulsa Fire Department