Helping You Navigate the Right Course

General Info

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.

HoursOPEN NOW

Regular Hours:

Mon - Fri	9:00 am - 4:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 765-447-1330

Toll-Free - 866-582-5721

Address:

310 Ferry Street Lafayette, IN 47901

Email:

Contact Us

Link:

http://www.summitfinancialgroupofindiana.com

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Categories

Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

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