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Summit Group of Virginia, an Alera Group Company Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Summit Group of Virginia, an Alera Group Company, is a financial services firm based in Virginia Beach, Virginia. It delivers independent financial guidance and a broad range of services, including individual financial planning, wealth management, retirement plan consulting for employers, and group employee benefits, plus executive benefit programs. The firm works with clients across the United States and maintains close, trust-based relationships while delivering services at scale. Its multidisciplinary team draws on diverse backgrounds to provide integrated financial solutions for both individuals and organizations, all within a single firm.

Find Summit Group of Virginia, an Alera Group Company employees' phone numbers or email addresses

Summit Group of Virginia, an Alera Group Company Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Summit Group of Virginia, an Alera Group Company's Leadership

  • Stylized image of a person
    C. S.
    Lead Partner, Retirement Plan Consulting
    Mobile Phone

Summit Group of Virginia, an Alera Group Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Human Resources
  • Sales
  • Accounting
  • Other

Contact profiles from Summit Group of Virginia, an Alera Group Company

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. S.
    Lead Partner, Retirement Plan Consulting
    Mobile Phone
    Apr 24, 2025

Frequently Asked Questions

What is Summit Group of Virginia, an Alera Group Company known for?

Minus sign iconPlus sign iconSummit Group of Virginia, an Alera Group Company was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-757-499-****
. Explore Summit Group of Virginia, an Alera Group Company's company overview page for more information.

What is Summit Group of Virginia, an Alera Group Company's most common email format?

Minus sign iconPlus sign iconSummit Group of Virginia, an Alera Group Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Group of Virginia, an Alera Group Company email formats with LeadIQ.

How many employees does Summit Group of Virginia, an Alera Group Company have currently?

Minus sign iconPlus sign iconSummit Group of Virginia, an Alera Group Company has approximately 14 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Summit Group of Virginia, an Alera Group Company's key employees and leadership?

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As of July 2026, Summit Group of Virginia, an Alera Group Company's key employees include:

  • Lead Partner, Retirement Plan Consulting: C. S.

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