Skip to content

Summit Retirement Advisors

Back to Search
Exterior view of Summit's brick building with arched windows, a black door, and a company sign fea

Summit Retirement Advisors

Categories

*Consumer Services Financial Services

Networker

About

Summit, based in downtown Lafayette and serving over 40 institutions across more than 25 states, is an independent, transparent financial services firm that collaborates with higher education faculty, leadership, and entrepreneurs to create custom financial strategies tailored to their unique lifestyles and goals. Their team offers expert advice and services include tax-deferred account management, employer benefits assistance, business coaching, investment management, retirement savings planning, and comprehensive financial planning.

Summit, based in downtown Lafayette and serving over 40 academic institutions across more than 25 states, is an independent financial services firm that proactively collaborates with higher education faculty, leadership, and entrepreneurs to create custom financial strategies tailored to their unique lifestyles and goals.

Additional Info

Driving Directions : Summit Financial Group's office is situated off Ferry Street between 3rd and 4th Street.

Business Hours : Monday-Friday 9:00 AM - 4:00 PM

Images

Exterior view of Summit's brick building with arched windows, a black door, and a company sign fea
"Street view of Summit's sign on a brick building, featuring a mountain logo above the company's n
Modern office lobby of Summit with a reception desk, plant, brown leather chairs with green pillow
Lobby area with brown leather chairs, green pillows, a wooden accent wall with the Summit logo, and a large window.
Interior view of Summit, featuring a hallway with wooden floors, framed pictures on the wall, a gl
Conference room with a wooden table, four black chairs, a TV displaying a beach scene, framed art and certificates, and a gla

Membership Type

Networker

Powered By GrowthZone
Scroll To Top