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Summit Financial Group of Indiana
- Financial Services
- Lafayette, IN
About this business
Debt management, cash flow planning, business planning, start-up consulting, investments planning, retirement planning, wealth management
Location details
4050 Britt Farm Dr, Ste C, Lafayette, IN, 47905, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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 t... read more
Great, thank you
Highly skilled! Some places are good if you have a 200K 401K and some are good if you have 6.8M in investments, this place is great for both! Jon took the time to explain the how and why along with the fee structure. Knowing what I'm paying for the service was very helpful. I've been with other companies in the past where the fees were all hidden so I never really knew what I was paying for. ....and I learned what having a Fiduciary work on your account rather than "just a guy" meant. If you don't know that term, you need to... read more
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.
Frequently asked questions about Summit Financial Group of Indiana
How is Summit Financial Group of Indiana rated?
Summit Financial Group of Indiana has a 4.3 star rating with 6 reviews.
When is Summit Financial Group of Indiana open?
Summit Financial Group of Indiana is open now. It will close at 6:00 p.m.
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