Insights

Growing footprint Expanded presence with a new Delaware branch signals growth and cross-state service opportunities; target clients in Bridgeville and surrounding areas may seek integrated retirement and legacy planning solutions.

Mid-market focus Revenue in the 10M–25M range and 11–50 employees indicate a small to mid-sized advisory with scalable retirement planning services; opportunities to upsell comprehensive investment, risk management, and estate planning.

Legacy planning Emphasis on leveraging retirement accounts to maximize legacy positions presents doors to integrated financial planning, tax-efficient strategies, and trust/estate services for families seeking long-term wealth transfer.

Retention potential Longstanding leadership and local community ties (20+ years in Bowie) create opportunities for client retention campaigns, referral programs, and concierge service offerings to deepen wallet share.

Digital engagement Tech stack includes WordPress, e-commerce and analytics tools; potential to enhance client onboarding, digital retirement planning tools, and targeted content marketing to attract new prospects in the region.

Similar companies to Summit Financial Services, LLC

Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
10K$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
28K$10B+
Advisor Group
580$500M - $1B
Principal Financial Group
25K$10B+
LPL Financial
15K$10B+
Merrill Lynch
35K$10B+
Cetera Financial Group
2.7K$1B - $10B
Raymond James
20K$10B+
Edward Jones
46K$10B+

Summit Financial Services, LLC Tech Stack

Summit Financial Services, LLC uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore Summit Financial Services, LLC's tech stack below.

iCIMS
Applicant Tracking Systems
WordPress
Content Management System
Shopify
E-commerce
Google Workspace
Email
jQuery
Javascript Libraries
Slider Revolution
Miscellaneous
WP Engine
Platform As A Service
Piwik PRO Core
Web Analytics

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 4 email formats:

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 September 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 September 2026, Summit Financial Services, LLC has approximately 16 employees across 4 continents, including North America, Africa and Asia. Key team members include Chief Operating Officer: C. P., President: B. P. and 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 iCIMS, WordPress, Shopify, Google Workspace, jQuery, Slider Revolution, WP Engine and Piwik PRO Core.

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 technology does Summit Financial Services, LLC use?

Summit Financial Services, LLC's tech stack includes Cloudflare Bot Management, Preact, JetEngine, WP Rocket, Google Workspace.

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.