Summit Financial Solutions, Inc. logo

Summit Financial Solutions, Inc. Employee Directory

AccountingGeorgia, United States2-10 Employees

Summit Financial Solutions, Inc. operates within the accounting sector, offering an agenda-driven, task-based approach designed to help clients make informed financial decisions and pursue their goals. The firm emphasizes integrating tax planning, strategic business planning, and personal financial services under one roof to reduce internal conflicts and focus on delivering tailored solutions for each client. Based in Woodstock, Georgia, the company appears to serve individuals and businesses seeking coordinated financial guidance from a small team of qualified professionals. The organization positions itself as a local, client-focused provider that leverages its combined experience to address complex financial planning and tax needs in a streamlined, hands-on manner.

Find Summit Financial Solutions, Inc. employees' phone numbers or email addresses

Summit Financial Solutions, Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Summit Financial Solutions, Inc.'s Leadership

  • Stylized image of a person
    J. P.
    President/Executive Tax Director
    Phone icon
  • Stylized image of a person
    L. W.
    Business Project Manager
    Phone icon
  • Stylized image of a person
    L. D.
    Office Assistant
    Phone icon
  • Stylized image of a person
    M. M.
    Software Support Representative
    Phone icon

Summit Financial Solutions, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Community & Social Services
  • Program & Project Management
  • Administrative
  • Analytics
  • Other

Contact profiles from Summit Financial Solutions, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. P.
    President/Executive Tax Director
    Phone icon
    United StatesGeorgia
    Apr 15, 2026
  • Stylized image of a person
    L. W.
    Business Project Manager
    Phone icon
    United StatesGeorgia
    Jun 04, 2026
  • Stylized image of a person
    L. D.
    Office Assistant
    Phone icon
    United StatesGeorgia
    Jun 27, 2026
  • Stylized image of a person
    M. M.
    Software Support Representative
    Phone icon
    United StatesMissouri
    May 31, 2026

Frequently Asked Questions

What is Summit Financial Solutions, Inc. known for?

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Summit Financial Solutions, Inc. operates in the Accounting industry; you can contact the main corporate office by phone at . Explore Summit Financial Solutions, Inc.'s company overview page for more information.

What is Summit Financial Solutions, Inc.'s most common email format?

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Summit Financial Solutions, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Financial Solutions, Inc. email formats with LeadIQ.

How many employees does Summit Financial Solutions, Inc. have currently?

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Summit Financial Solutions, Inc. has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Summit Financial Solutions, Inc.'s key employees and leadership?

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As of August 2026, Summit Financial Solutions, Inc.'s key employees include:

  • President/Executive Tax Director: J. P.
  • Business Project Manager: L. W.
  • Office Assistant: L. D.
  • Software Support Representative: M. M.

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