Summit Financial Group of Indiana
310 Ferry Street, Lafayette, IN 47901
Summit Financial Group of Indiana (SFGI) is an independent, Fiduciary-minded financial services firm offering accomplished professionals and higher education faculty & staff expert financial advice. We're a fully transparent, concierge-level advisory firm that collaborates with you to create a custom financial plan to revolve around your wants, needs, and wishes in life. Our services include 401K, 403(b), and 457(b) account management, investment management, retirement planning, and financial life planning. Licensed in these states: Florida, Illinois, Indiana, Kansas, Kentucky, Maryland, New Hampshire, New Jersey, Ohio, Pennsylvania, and South Dakota. Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Regulus Financial Group, LLC and Regal Investment Advisors are affiliated entities. Summit Financial Group of Indiana is independent of Regulus Financial Group, LLC and Regal Investment Advisors.
More Business Info
Helping You Navigate the Right Course
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
Toll-Free: 866-582-5721
- Brands
- Charles Schwab, Fidelity Institutional Wealth, TD Ameritrade, TIAA-CREF
- Location
- Located downtown Lafayette, next to the Fountain Trust Co. building.
- Amenities
- Free street parking
- Accreditation
5-Star Wealth Manager Award for 2010, 2012 and 2013
- Associations
- Member, National Ethics Bureau; Member, BBB
- Other Link
- Categories
- Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services