Summit Financial Group of Indiana

www.summitfinancialgroupofindiana.com

Summit Financial Group of Indiana (SFGI) is an independent, Fiduciary-minded financial services firm offering higher education faculty & staff logical advice and services. Operating since 2002, our staff collaborates with you to create a custom financial map that revolves around your wants, needs and wishes in life. Summit is a fully transparent, concierge-level advisory firm. Our goal is to work with faculty & staff to attain their highest level of personal achievement, whatever that is, through financial freedom. Some of our services include 401K, 403(b), and 457(b) account management, investment management, traditional & phased retirement preparation, and financial life planning. Summit is located downtown Lafayette, IN, however, we are licensed in the following states: Florida, Illinois, Indiana, Kansas, Kentucky, Maryland, New Hampshire, New Jersey, Ohio, Pennsylvania, and South Dakota. Please send us a message to learn more about how we can help you map your future today. Disclosure bit.ly/SFGIDisclosure

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Summit Financial Group of Indiana (SFGI) is an independent, Fiduciary-minded financial services firm offering higher education faculty & staff logical advice and services. Operating since 2002, our staff collaborates with you to create a custom financial map that revolves around your wants, needs and wishes in life. Summit is a fully transparent, concierge-level advisory firm. Our goal is to work with faculty & staff to attain their highest level of personal achievement, whatever that is, through financial freedom. Some of our services include 401K, 403(b), and 457(b) account management, investment management, traditional & phased retirement preparation, and financial life planning. Summit is located downtown Lafayette, IN, however, we are licensed in the following states: Florida, Illinois, Indiana, Kansas, Kentucky, Maryland, New Hampshire, New Jersey, Ohio, Pennsylvania, and South Dakota. Please send us a message to learn more about how we can help you map your future today. Disclosure bit.ly/SFGIDisclosure

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Country

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State

Indiana

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City (Headquarters)

Lafayette

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Employees

1-10

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Founded

2002

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Independent Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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