CTOs on the Move

Summit Financial Consultants

www.thewiseinvestor.net

 
Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

missoula federal credit union

missoula federal credit union is a Missoula, MT-based company in the Financial Services sector.

Citizens Bank of Canada

Citizens Republic Bancorp, Inc. (Citizens) is a diversified banking and financial services company that is a bank holding company.

San Diego Metropolitan Credit Union

San Diego Metropolitan Credit Union is a San Diego, CA-based company in the Financial Services sector.

Tompkins Financial

Tompkins Financial Corporation is a NY state based financial services holding company with $5 billion in assets, providing community banking, insurance, and wealth management services. Committed to creating long-term value for clients, communities, and shareholders, Tompkins` strategy emphasizes responsible growth and strong ROE. Independent analysts have recognized Tompkins as among the nation`s best-performing financial companies. For over 175 years, Tompkins has been a partner to our customers in one of the most important ways imaginable: In helping them achieve their financial goals. In banking, we provide clients with high-quality financial products and exceptional service. We help our communities by reinvesting deposits as loans to local families and businesses, and by supporting local organizations. We are the parent company to four community banks: Tompkins Trust Company, Tompkins Bank of Castile, Tompkins Mahopac Bank and Tompkins VIST Bank. Altogether, we operate 67 banking offices serving New York and Pennsylvania. In insurance, we help individuals and businesses get the coverage they need with cost savings and exceptional local service through Tompkins Insurance Agencies. And in wealth management, we collaborate with clients as a trusted advisor, providing a wealth of resources to help them build, protect, and preserve wealth through Tompkins Financial Advisors. Each Tompkins Financial affiliate operates under the direction of its own local decision makers. This allows us to concentrate on the unique needs of the communities and customers we serve. Tompkins is pleased to have been recognized as among the nation`s strongest and best-performing financial companies by independent analysts including The Staton Institute, Sandler O`Neill & Partners, and KBW (Keefe, Bruyette, & Woods).

TritonRecoveryGroup

We are dedicated to collecting outstanding accounts receivables in a prompt and professional manner.