Summit Group of Virginia

Summit Group of Virginia

  • 5041 Corporate Woods Drive Suite 245
  • Virginia Beach, Virginia
  • 23462
  • Phone: (757) 499-8300
  • Fax: (757) 499-3915
  • Website

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Description

Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family. This step may require the purchase of a life insurance policy to ensure that your family's needs will continue to be met, even after your untimely death cuts your earnings potential short.

As part of the personal relationship and service we provide each of our Group Insurance Benefits clients, we can also assist in the design and implementation of Flexible Spending Accounts (FSA), as well as facilitate all COBRA Administration. Even more, each client is always provided one point of contact for any day-to-day administrative questions or when employee issues arise.

Founded in 1999, Summit Group of Virginia LLP is an independent, financial consulting firm located in Virginia Beach, Virginia. We currently serve over 500 individuals and more than 100 corporate clients, which includes advising on over $500 million in client assets.

Fact sheet

Number of employees
10-14

Company contacts

  • Jeff Silverman
  • Owner

Products & services

health insurance life insurance financial planning consultant investment advisory service investment security long term care insurance retirement planning service senior product insurance

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