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Summit Financial Group

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Summit Financial Group Reviews

3.9

76% would recommend to a friend

(16 total reviews)

Dale Young

82% approve of CEO

69% positive business outlook

Summit Financial Group has an employee rating of 3.9 out of 5 stars, based on 16 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Summit Financial Group employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

Reviews by job title

16 reviews
2.0
21 Jan 2021
Recommend
CEO approval
Business outlook

Pros

Challenging, coworkers, location, hours, parking

Cons

Rigid, micromanaged, work life balance,

5.0
20 Jan 2022
Recommend
CEO approval
Business outlook

Pros

- Diverse leadership team - Mission-oriented company - Supportive and professional colleagues - Opportunities for career advancement and knowledge development - Work-life balance - Lunch and Learns - In-person collaboration - Cross-functional, challenging, and rewarding work - Technology and office equipment - Travel opportunities and Fort Summit - Financial services and products that actually help people

Cons

- As the company is split between Dallas, Tulsa, and other hubs, it makes collaboration sometimes tricky, though Summit has attempted to remedy that through Zoom and other technologies. - Clients can sometimes be a little needy. - A degree of opacity around company direction and goals.

2.0
8 Oct 2025

A company that could be great if it wanted to be

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Summit has potential to be great. The biggest pro I can think of is that I was at one of the only offices that offered snacks and sodas for their employees.

Cons

My experience at Summit reflected a culture that often felt outdated and inequitable. There was a clear tolerance for unprofessional behavior toward women—both employees and clients—which created a difficult work environment. On multiple occasions, I heard executives make inappropriate comments about the “type” of woman they wanted to hire, including age and family plans, which was deeply concerning. Political discussions were also frequent and often expressed in a divisive or negative manner, which contributed to an uncomfortable atmosphere. Although I was a full-time salaried employee, I was required to clock in and out like an hourly worker, and strict expectations around in-office hours and short lunch breaks were enforced. Remote flexibility appeared inconsistent and seemed to depend on gender. Workloads were heavy, and contributions often went unrecognized. When I joined, I was told it would be a collaborative, team-oriented environment, but that was not the reality. Mistakes were frequently addressed publicly rather than handled constructively in private, which was discouraging and unprofessional. During my final two weeks, I was largely excluded by leadership and most coworkers, which was disappointing and revealed a lack of maturity at the executive level. No exit interview was offered, suggesting little interest in employee feedback or improvement opportunities.

Viewing 1 - 3 of 16 Reviews

Glassdoor has 19 Summit Financial Group reviews submitted anonymously by Summit Financial Group employees. Read employee reviews and ratings on Glassdoor to decide if Summit Financial Group is right for you.