Summit Group of Virginia, an Alera Group Company

Summit Group Of Virginia, An Alera Group Company

Financial Services, 5029 Corporate Woods Dr, Beach, Virginia, 23462, United States, 11-50 Employees

summitgroupva.com

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phone no Phone Number: +17*********

Who is SUMMIT GROUP OF VIRGINIA, AN ALERA GROUP COMPANY

Summit Group of Virginia, an Alera Group Company, is not your typical one size, fits all financial advisory firm. Weve built our business on the idea of thinking differently... on breakin...

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  • 5029 Corporate Woods Dr, Virginia Beach, Virginia, 23462, United States Headquarters: 5029 Corporate Woods Dr, Virginia Beach, Virginia, 23462, United States
  • 1996 Date Founded: 1996
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6411 | NAICS Code: 523940 | Show More

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Summit Group of Virginia, an Alera Group Company Org Chart and Mapping

Employees

Cfp® Lieren Timeus

Senior Retirement Plan Advisor, 401(k) Consulting Team

Leslie Crocker

Financial Investment Platform Specialist

Kerry Heyman

Health Benefits Coordinator

Jordan Callahan

Administrative Assistant

Adrianne Witt

Account Executive Corporate Group Benefits

Craig Stanley

Financial Advisor & Lead Partner, Retirement Plan Consulting

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Frequently Asked Questions Regarding Summit Group of Virginia, an Alera Group Company

Answer: Summit Group of Virginia, an Alera Group Company's headquarters are located at 5029 Corporate Woods Dr, Beach, Virginia, 23462, United States

Answer: Summit Group of Virginia, an Alera Group Company's phone number is +17*********

Answer: Summit Group of Virginia, an Alera Group Company's official website is https://summitgroupva.com

Answer: Summit Group of Virginia, an Alera Group Company's revenue is $5 Million to $10 Million

Answer: Summit Group of Virginia, an Alera Group Company's SIC: 6411

Answer: Summit Group of Virginia, an Alera Group Company's NAICS: 523940

Answer: Summit Group of Virginia, an Alera Group Company has 11-50 employees

Answer: Summit Group of Virginia, an Alera Group Company is in Financial Services

Answer: Summit Group of Virginia, an Alera Group Company contact info: Phone number: +17********* Website: https://summitgroupva.com

Answer: Summit Group of Virginia, an Alera Group Company, is not your typical one size, fits all financial advisory firm. Weve built our business on the idea of thinking differently... on breaking the status-quo and believing there is always room for innovation and improvement. Through independent advice, diverse expertise, and our drive to help create better outcomes for our clients, we deliver modern solutions to help simplify some of lifes complex challenges. Our multifaceted backgrounds and experiences provide our clients with access to a unique team of professionals able to deliver a wide-array of financial services and products such as individual financial consulting, wealth management, corporate 401(k) consulting, group insurance benefits, and executive benefit design, all under one roof. Our firms style and structure allow us to maintain close, trusting relationships with our clients while providing services and expertise on a national scale. Our clients span from coast-to-coast and our partners are frequently asked to speak and advise on industry panels across the country. All this with one goal in mind helping create better outcomes for our clients. Disclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and Summit Group of Virginia, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.

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