For those of you who have been with us since we were a small team of two back in 2002, you’ve known we wanted to make a difference in the world of money but didn’t have a clue where to begin. 20 years later, we now have a team of 6 talented individuals with the same goal - helping others financially and changing the attitude toward financial advisors. Summit has grown more in the last 20 years than ever imagined, so much so, that we needed more room. Summit recently moved to a newly renovated, historical building in downtown Lafayette. Our new office marks a milestone in Summit’s timeline. Summit is still the same company at our core; we just have a new, contemporary home and logo to match our progression forward. Our team can’t thank our clients and supporters enough for their support, trust, and business throughout the years. Summit looks forward to continuing to help you grow to your personal summit through financial freedom. #SummitRetirementAdvisors #financialadvisor #HigherEducationAdvising #newoffice #relocation #SFGI #CityofLafayette
Summit Retirement Advisors
金融服务
Lafayette，Indiana 34 位关注者
Customized financial strategies for higher ed faculty and accomplished professionals, built on partnership and support.
关于我们
Summit Retirement Advisors simplifies your financial journey, so you have the time and energy to focus on what matters most. As an independent, fiduciary-focused firm, we’re committed to delivering personalized financial strategies that align with your unique career path, lifestyle, and goals. From retirement planning to managing complex accounts like 401(k), 403(b), and 457(b), we partner with faculty, professionals, and entrepreneurs across 40+ institutions in 25+ states. Our collaborative approach means we’re more than advisors—we’re your confidants and partners, equipping you to tackle financial challenges with confidence and clarity. Our Services: - 401(k), 401(a), 403(b), and 457(b) account management - Employer and Employee Benefits Navigation - Retirement planning - Succession planning - Investment management - Financial life planning Based in Lafayette, Indiana | Nationwide and Global Reach
- 网站
-
https://www.summitfinancialgroupofindiana.com/
Summit Retirement Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Lafayette，Indiana
- 类型
- 私人持股
- 创立
- 2002
- 领域
- Debt Management、401K, 403(b), & 457(b) Management、Financial Life Planning、Succession Planning、Estate Planning、Employee Benefits、Employee Stock Options 、Coaching、Healthcare Planning、Living in Retirement、Phased Retirement、Traditional Retirement Planning、Lump-Sum Advising、Business Counseling和CPA & Tax Planning Assistance
地点
-
主要
获取路线
310 Ferry St
US，Indiana，Lafayette，47901
Summit Retirement Advisors员工
-
Jon McCardle
President, AIF at Summit Financial Group of Indiana | Helping Higher Ed Faculty & Staff to Attain Their Personal Financial Summit
-
Bambrah Walker
Vice President, Financial Advisor with Summit Financial Group of Indiana | Elevate your financial journey with a balanced life and financial zen
-
Shawna Hubertz
Client Relations Specialist at Summit Financial Group of Indiana
-
Michael Welk
Service Assistant at Summit Financial Group of Indiana
动态
-
Congratulations to Summit Retirement Advisors on your CEFEX Certification renewal! Thank you for your continued dedication to fiduciary excellence, and your partnership with Broadridge.
-
Discover how we’re delivering on our commitment to #CareerGrowth and #WorkLifeBalance at Summit.
-
What an exciting way to help others! If you're available and want to race some go-karts for a great cause, come out to Malibu Jack's on September 27th to support Cars for Keeps!
Join us at Malibu Jack's Lafayette for an evening of fun and racing on September 27th. We are preselling all-access passes, and have an opportunity for 30 pre-registered drivers to race some go-karts for ultimate bragging rights, and awards! Thank you Lafayette Q1067 and Freckles Graphic for your support and sponsorship, and Malibu Jack's for partnering with us for this event.
此处无法显示此内容
在领英 APP 中访问此内容等