Affiliated Firms & Professional Affiliations
SUMMA Financial Group, LLC markets it companies Nationally and Internationally. As a regional firm in California, SUMMA Financial Group, LLC can meet the requirements of clients worldwide. In addition to the direct efforts of SUMMA’s professional and support staff, SUMMA has strategic relationships with other firms and intermediaries.
The following affiliated offices give SUMMA Financial Group, LLC a presence in nearly every major market in North America.
- Colorado Springs, Colorado
- Denver, Colorado
- Chicago, Illinois
- Wichita, Kansas
- Osterville, Massachusetts
- Syracuse, New York
- Cincinnati, Ohio
- Tulsa, Oklahoma
- Hamilton, Ontario
- Austin, Texas
- Dallas, Texas
- Houston, Texas
Since 1985 the professionals at SUMMA Financial Group, LLC have been involved in a variety of professional associations including as officers, instructors, and authors in these organizations.
- Institute of Management Consultants
- Institute of Certified Business Counselors
- American Society of Appraisers
- Institute Of Business Appraisers
- The M&A Source
- National Association of Certified Value Analysts
- International Association of Business Brokers
- California Association of Business Brokers
- Santa Clara County Bar Association (Executive Fee Arbitration Committee)
- State of California State Bar Association (Fee Arbitration)
- Business Evaluations Systems
- NEBB Institute Certified Equipment Appraisers
- Association for Corporate Growth
