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Ted Saneholtz

Founder at Summit Financial Strategies

  • LinkedIn

Email Email: t****@summitfin.com

phone noPhone Number: (***)-***-****

Over 30 years experience in the financial services industry, nearly all of that time functioning in a fiduciary capacity putting the interests of my clients first when giving advice. Star...

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SUMMIT FINANCIAL STRATEGIES

SUMMIT FINANCIAL STRATEGIES

  • description Description
    Summit Financial Strategies isnt your typical financial planning firm. Everything you are used tofrom fees to philosophyis fundamentally different. Were loyal to just one goal: Yours. Thats h...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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Summit Financial Strategies Org Chart and Mapping

Employees

Mark Coffey

Partner/Director of Planning/Senior Financial Advisor

Tim Swain

Partner/Chief Compliance Officer/Financial Advisor

Samantha Macchia

Partner, President/Ceo, Senior Financial Advisor

Nicole Hicks

Receptionist/Office Manager

Kevin Kruse

Staff Financial Advisor

Wendy Trout

Partner, Cfp®, Cap®, and Sr. Financial Advisor at Summit Financial Strategies, Inc.

Jaymi Chaffin

Client Service Associate

Frequently Asked Questions Regarding Ted Saneholtz

Answer: Ted Saneholtz works for Summit Financial Strategies as Founder

Answer: Ted Saneholtz’s role in Summit Financial Strategies is Founder

Answer: Ted Saneholtz's email address is t***@gmail.com

Answer: Ted Saneholtz's business email address is t****@summitfin.com

Answer: Ted Saneholtz’s direct phone number is (***)-***-****

Answer: Ted Saneholtz works in the industry of: Financial Services

Answer: Ted Saneholtz is the current Founder at Summit Financial Strategies.... Read More

Answer: Ted Saneholtz works Summit Financial Strategies located at 7965 N High St Ste 350, Columbus, Ohio, 43235, United States

Answer: Summit Financial Strategies's Founder is Ted Saneholtz

Answer: Ted Saneholtz contact details:

  • Phone number  :  (***)-***-****
  • Email  :  t****@summitfin.com

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