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Summit Retirement Advisors - Lafayette, Indiana

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 310 Ferry St, Lafayette, IN 47901.
Phone: 654471330.
Website: summitfinancialgroupofindiana.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended, Free parking lot, Free street parking, Paid parking garage.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 4.2/5.

📌 Location of Summit Retirement Advisors

Summit Retirement Advisors 310 Ferry St, Lafayette, IN 47901

☎️654471330

⏰ Open Hours of Summit Retirement Advisors

  • Monday: 9 AM–4 PM
  • Tuesday: 9 AM–4 PM
  • Wednesday: 9 AM–4 PM
  • Thursday: 9 AM–4 PM
  • Friday: 9 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

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👍 Reviews of Summit Retirement Advisors

Summit Retirement Advisors - Lafayette, Indiana
Julie B.
1/5

We met last week with Bambara with the intent of starting our financial savings accounts through summit. She was uninformed from the start of our meeting, provided no paperwork, didn’t have a computer, and wrote nothing down. After 40 minutes of small talk, I practically had to force her hand to take our emails down for the next steps. She promised to email us a balance sheet to move forward with next steps, we never heard from her again. Either they didn’t want to work with us or she is bad at her job. A complete waste of time for everyone involved.

Summit Retirement Advisors - Lafayette, Indiana
sarah S.
5/5

Working with Jon for the past two years has been a great experience. Jon is always prepared, quick to respond, and serious about the success of his clients. Knowing Jon’s dedication and drive, I wouldn’t hesitate to recommend anyone to Summit Financial Group of Indiana who is looking for financial planning services.

Summit Retirement Advisors - Lafayette, Indiana
John D.
5/5

I've been using Summit Financial for around 10 years for my personal and business income. The staff is friendly and helpful. Jon McCardle is very knowledgeable and takes the time to make sure I understand where my money is invested and why. Highly recommended!

Summit Retirement Advisors - Lafayette, Indiana
Karen H.
5/5

Great, thank you

Summit Retirement Advisors - Lafayette, Indiana
Joyce M.
5/5

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