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Summit Wealth Group

Is this your company?

A good place to work depending on what you are looking for. - Planning and Investment Associate Summit Wealth Group Employee Review

4.0
Oct 17, 2023
Recommend
CEO approval
Business outlook

Pros

Better than average planning for clients, great work environment, not "woke", and decent pay.

Cons

Poor healthcare plans, other benefits are at least around average or better.

Explore other reviews about Summit Wealth Group

5.0
Apr 24, 2024
Recommend
CEO approval
Business outlook

Pros

Great people with a fantastic culture!

Cons

= = = = =

2.0
Mar 16, 2021
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

-Extremely faithful to Christian faith -No masks in 90% of locations -Nice looking website -Monthly prayer meetings before business meetings -More gossip than I've ever witnessed. There's always a good story to be shared about a co worker. -Company-wide changing decisions are always a surprise

Cons

-No diversity. All White religious men. -Very high employee turnover rate during my 3 years there. Last year, secretly met and "sold off" half of the staff and sold half of the company after a meeting took place amongst a minority of the owners and then let everyone in the company know as the rumors flushed out over the next few weeks.

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