Summit Financial Group
Insurance,
Investing,
Financial AdvisingHours:
1350 South Boulder Ave W #300, Tulsa OK 74119 Hours
About Summit Financial Group
Summit Financial Group is a family-owned business with a caring team dedicated to helping clients, both individual and corporate, meet their goals. They offer independent plans and products, ensuring tailored solutions. The work environment is highly interactive, fostering collaboration and providing employees with the resources needed to deliver excellent service. The Investments division features a hard-working, tight-knit team focused on client success, offering opportunities for growth and leadership from day one.
Most Recent Reviews
February 2025
The owners and team are exceptional- I recommend them with full assurance you will be taken care of & happy!
November 2023
I can attest to the family-owned and caring team behind the scenes and in the forefront at Summit. With the ability to provide plans and products independently, not beholden to any one company, Summit Financial Group assists clients, both individual and corporate, in meeting their goals and needs.
October 2023
Summit is a great place to work and grow as an employee. Our group is always looking for ways to help our clients. It is a highly interactive environment with constant collaboration. We want all employees to have the resources needed to give the best service possible to our clients.
More Comments(5)
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