List of Financial planners in Summit
There are 58 Financial planners in Summit as of December 1, 2024; which is an 1.64% increase from 2023. Of these locations, 19 Financial planners which is 32.76% of all Financial planners in Summit are single-owner operations, while the remaining 39 which is 67.24% are part of larger brands. Average age of Financial planners in Summit is 4 years and 2 months.Financial planners are also establishing a strong digital presence across various platforms: 37 have LinkedIn profiles, 15 have Facebook Pages, 2 are active on Instagram, 37 have X (formerly Twitter) handles, and 26 have YouTube channels. About 56 Financial planners have their own website and the remaining 6 don’t have their own website.
- 58
Number of Financial planners
- 16
Email addresses
- 61
Phone numbers
- 56
With Websites
- 37
LinkedIn Profiles
- 15
Facebook Profiles
- 2
Instagram Handles
- 37
X Handles
- 26
YouTube Channels
Download list of Financial planners in Summit
You can download Financial planners email and phone number lists along with top management data. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Beacon Pointe Advisors | Address | Summit | New Jersey | United States | Phone | 9 | 4.6 | Link | ||||||
William Huntley - Financial Advisor, Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | ||||||
Keith Woetzel - Financial Advisor, Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | ||||||
Summit Place Financial Advisors | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | ||||||
Chatham Wealth Management | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | ||||||
Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | ||||||
Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | ||||||
Anthony DeAngelo - Financial Advisor, Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | ||||||
Beacon Hill Private Wealth, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | ||||||
Lionheart Wealth Management - Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link |
[
{
"name": "Beacon Pointe Advisors",
"address": "47**********",
"phone": "********5437",
"email": "in**@be**********",
"lat": 40.7170759,
"lng": -74.3594401,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 4.6,
"rating_count": 9,
"category_name": "Investment services,Financial consultants,Financial planners"
},
{
"name": "William Huntley - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********2010",
"email": "Wi**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Keith Woetzel - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********2010",
"email": "Ke**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Summit Place Financial Advisors",
"address": "18**********",
"phone": "********5880",
"email": "li********@su**********",
"lat": 40.7174191,
"lng": -74.357052,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Chatham Wealth Management",
"address": "10**********",
"phone": "********8086",
"email": "in**@ch**********",
"lat": 40.7400184,
"lng": -74.374794,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Investment services,Investment companies,Financial planners"
},
{
"name": "Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********2010",
"email": "Sa**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Investment services,Financial planners"
},
{
"name": "Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********5234",
"email": "Sh**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Anthony DeAngelo - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********2010",
"email": "An**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Beacon Hill Private Wealth, LLC",
"address": "35**********",
"phone": "********8444",
"email": "to*@be**********",
"lat": 40.71782,
"lng": -74.356594,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial consultants,Financial advisors"
},
{
"name": "Lionheart Wealth Management - Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********2010",
"email": "an**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
}
]
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How many Financial planners are there in Summit?
There are a total of 58 Financial planners in Summit as of December 01, 2024.
Number of Financial planners in Summit with Phone Number
Number of Financial planners in Summit with Email
List of Financial planners in Summit with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
YouTube Channels
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Data of Financial planners in Summit with/without Website
Download the list of Financial planners in Summit as of December 01, 2024 with and without website information.
Number of Financial planners in Summit with website
Number of Financial planners in Summit without website
List of Financial planners in Summit By Ratings
Download the data of the number of star-rated Financial planners in Summit as of December 01, 2024.
Number of 1 star-rated Financial planners in Summit
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