Home - United States - Indiana - Lafayette - Summit Financial Group of Indiana #87203


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Business Type : Financial Services, Retirement Planning Services, Financial Planners, Investment Advisory Service, Investment Management
Address : 4050 Britt Farm Dr Ste C, Lafayette, IN 47905
Coordinate : 40.41952,-86.8293
Phone : (765) 447-1330
Year : 2002
Brands : Charles Schwab, Fidelity Institutional Wealth, TD Ameritrade, TIAA-CREF
Payment : Visa, Master card, Amex, Discover, Debit, Check, Cash
Opening Hours :
Mon - Fri : 9:00 am - 4:00 pm
Sat - Sun : Closed

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General Info:

Summit Financial is an independent financial planning and asset management firm that specialize in creating tailored and sound financial plans primarily for the needs of retirees and pre-retirees. Our services include debt management, cash flow planning, business planning, start-up consulting, investments planning, retirement planning, wealth management

Other Information:

Certifications: Certified Financial Planner

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