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      Summit Financial Resources

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      Summit Financial Resources reviews

      Awful - Associate Summit Financial Resources Employee Review

      1.0
      29 Jan 2024
      Associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Nothing at all, advisors have a different agenda then doing what’s your best interest. The collect assets and peddle whole life. Bunch of mass mutual agents hidding behind the summit brand . Sad

      Cons

      Run by greedy people and private equity. Stay away

      Explore other reviews about Summit Financial Resources

      5.0
      13 Nov 2024
      Financial advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      Great Office Space, Flexible Schedule

      Cons

      Not much management, guidance, training

      4.0
      10 Nov 2025
      Intern
      Recommend
      CEO approval
      Business outlook

      Pros

      Learned a bit about researching client leadss

      Cons

      A lot of meaningless busy work

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