Insights

Regional expansion Summit Financial Services recently opened a branch in Delaware to better serve Bridgeville clients, indicating growth and potential need for scalable services, partnerships, or technology that supports multi-state operations and client onboarding.

Succession and legacy The firm focuses on retirement planning and legacy transfer, suggesting opportunities for services around estate planning collaboration, trust and beneficiary design, tax-advantaged accounts, and enhanced client education materials.

Technology stack Current use of WordPress, Vue.js, jQuery and related tools signals openness to digital marketing enhancements, client portals, and data-driven engagement platforms that could improve lead generation and client experience.

Mid-market positioning With revenue in the 10–25 million range and a lean staff, Summit sits between small advisory shops and large incumbents, presenting a ripe target for scalable CRM, financial planning software integrations, and outsourcing services to improve efficiency.

Industry context Operating in a competitive financial services landscape with peers like Charles Schwab and Fidelity, Summit may benefit from differentiated technology enablement, compliance support, and advisor training programs to strengthen client retention and cross-sell opportunities.

Similar companies to Summit Financial Services, LLC

Summit Financial Services, LLC Tech Stack

Summit Financial Services, LLC uses 8 technology products and services including Cloudflare, Open Graph, Vue.js, and more. Explore Summit Financial Services, LLC's tech stack below.

Cloudflare
Content Management System
Open Graph
Content Management System
Vue.js
Javascript Frameworks
jQuery
Javascript Libraries
Lodash
Javascript Libraries
Slider Revolution
Miscellaneous
Elementor
Page Builders
Contact Form 7
Web Platform Extensions

Media & News

Summit Financial Services, LLC attends event Summit Financial Services.
At Summit Financial Services, Summit Financial Services, LLC recognize that the key to a secure and fulfilling future is careful retirement planning.
Jan 15, 2024 | sfsmd.com

Summit Financial Services, LLC's Email Address Formats

Summit Financial Services, LLC uses at least 2 format(s):

Summit Financial Services, LLC Email Formats	Example	Percentage
First@sfsmd.com	John@sfsmd.com	100%
FirstLast@summitfsinc.com	JohnDoe@summitfsinc.com	50%
First.Last@summitfsinc.com	John.Doe@summitfsinc.com	25%
FirLast@summitfsinc.com	JohDoe@summitfsinc.com	25%

Frequently Asked Questions

What is Summit Financial Services, LLC's phone number?

You can contact Summit Financial Services, LLC's main corporate office by phone at

+1-301-262-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Summit Financial Services, LLC's official website and social media links?

Summit Financial Services, LLC's official website is sfsmd.com and has social profiles on LinkedIn.

How much revenue does Summit Financial Services, LLC generate?

As of August 2026, Summit Financial Services, LLC's annual revenue is estimated to be $10M - $25M.

What is Summit Financial Services, LLC's NAICS code?

Summit Financial Services, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Summit Financial Services, LLC have currently?

As of August 2026, Summit Financial Services, LLC has approximately 16 employees across 5 continents, including North AmericaAfricaAsia. Key team members include Chief Operating Officer: C. P.President: B. P.President & Founder: J. R.. Explore Summit Financial Services, LLC's employee directory with LeadIQ.

What industry does Summit Financial Services, LLC belong to?

Summit Financial Services, LLC operates in the Financial Services industry.

What technology does Summit Financial Services, LLC use?

Summit Financial Services, LLC's tech stack includes CloudflareOpen GraphVue.jsjQueryLodashSlider RevolutionElementorContact Form 7.

What is Summit Financial Services, LLC's email format?

Summit Financial Services, LLC's email format typically follows the pattern of First@sfsmd.com. Find more Summit Financial Services, LLC email formats with LeadIQ.

Summit Financial Services, LLC

Q: What is Summit Financial Services, LLC's NAICS code?

Summit Financial Services, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesMaryland, United States11-50 Employees

Summit Financial Services, LLC is a financial services firm based in Bowie, Maryland. It assists families with retirement planning and legacy objectives, helping them optimize earnings and decide what to pass on to loved ones. Founders Frank and Craig Hebert have served the local community for more than two decades, guiding clients through employer-sponsored plans such as 401(k)s, 403(b)s, and retirement accounts like TIAA CREFs and TSPs.

The firm expanded by opening a branch in Bridgeville, Delaware to better serve clients there. It operates in the financial services sector, providing guidance on retirement and legacy planning for individuals and families, with a recent activity including participation in a retirement-planning event.