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      Summit Financial Resources

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      Summit Financial Resources Reviews

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      3.4

      60% would recommend to a friend

      (40 total reviews)

      Steven Weinman

      80% approve of CEO

      57% positive business outlook

      Ratings by category

      3.5

      Work/Life balance

      3.2

      Culture and values

      3.1

      Senior management

      2.9

      Compensation and benefits

      2.8

      Career opportunities

      2.7

      Diversity and inclusion

      Summit Financial Resources has an employee rating of 3.4 out of 5 stars, based on 40 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Summit Financial Resources 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

      40 reviews
      3.0
      14 Jan 2016

      Current staff

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Ethical and good people to work with and for. Good camaraderie and pleasant, non-stressful work environment.

      Cons

      Support staff paid below average and talent is overwhelmingly weak compared to similar organizations. Under invested in technology and infrastructure

      3.0
      21 Oct 2010

      Overall review

      Manager
      Recommend
      CEO approval
      Business outlook

      Pros

      Good company to work for. CEO is a lovely and very knowledgeable. tech guy is good, helps you when needed. Some reps are very nice and good people.

      Cons

      Sales people have limited knowledge. More focused on sales then how to financial plan properly. Financial planning area needs work to make it a good one. HR is useless.

      1.0
      29 Jan 2024

      Awful

      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

      Viewing 1 - 3 of 40 Reviews
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      ReviewsSummit Financial Resources reviews

      Glassdoor has 51 Summit Financial Resources reviews submitted anonymously by Summit Financial Resources employees. Read employee reviews and ratings on Glassdoor to decide if Summit Financial Resources is right for you.