Summit Retirement Advisors Email Formats

Financial Services • Lafayette, Indiana, United States • 1-10 Employees

Summit Retirement Advisors Email Formats

Summit Retirement Advisors uses 1 email format. The most common is {first name} (e.g., john@summit-fp.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@summit-fp.com	100%

Key Contact at Summit Retirement Advisors

Jon Mccardle

Owner

Company overview

Headquarters	310 Ferry St, Lafayette, Indiana 47901, US
Phone number	+17654471330
Websites	summitfinancialgroupofindiana.com summit-fp.com summitretirementadvisors.com
NAICS	52
Keywords	Business Counseling, Debt Management, Financial Services, Succession Planning, Employee Benefits, Wealth Management, 403(B), Coaching, Financial Planning, Estate Planning, 401K, Healthcare Planning, Employee Stock Options, Phased Retirement, & 457(B) Management, Cpa & Tax Planning Assistance, Lump-Sum Advising, Traditional Retirement Planning
Founded	2002
Employees	1-10
Socials

About Summit Retirement Advisors

Summit Retirement Advisors simplifies your financial journey, so you have the time and energy to focus on what matters most. As an independent, fiduciary-focused firm, we’re committed to delivering personalized financial strategies that align with your unique career path, lifestyle, and goals. From retirement planning to managing complex accounts like 401(k), 403(b), and 457(b), we partner with faculty, professionals, and entrepreneurs across 40+ institutions in 25+ states. Our collaborative approach means we’re more than advisors—we’re your confidants and partners, equipping you to tackle financial challenges with confidence and clarity. Our Services: - 401(k), 401(a), 403(b), and 457(b) account management - Employer and Employee Benefits Navigation - Retirement planning - Succession planning - Investment management - Financial life planning Based in Lafayette, Indiana | Nationwide and Global Reach

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Summit Retirement Advisors has never raised funding before.

Summit Retirement Advisors Tech Stack

Discover the technologies and tools that power Summit Retirement Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Hosted Libraries

CDN

Amazon Web Services

PaaS

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

jQuery Modal

JavaScript libraries

Node.js

Programming languages

Linkedin Ads

Advertising

Font Awesome

Font scripts

Open Graph

Miscellaneous

Linkedin Insight Tag

Analytics

Google Analytics

Analytics

Frequently asked questions

Summit Retirement Advisors is located in Lafayette, Indiana, US.

You can reach Summit Retirement Advisors at +17654471330.

Summit Retirement Advisors was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Summit Retirement Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Summit Retirement Advisors

Jon Mccardle

Owner

4.8

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