Summit Financial Group
Fort Wayne, United States (US) · Finance and Banking
Do you work at Summit Financial Group?
Claim this profile to manage your company.
Verified by Enterprise League
Data quality
Complete · Accuracy
Summit Financial Group is a leading financial advisory firm based in Fort Wayne, Indiana, dedicated to helping individuals and families in the Midwest achieve their long-term financial goals.As a trusted partner of Northwestern Mutual, we provide comprehensive investment advisory services, retirement planning, and estate planning solutions.
Overview
As a trusted partner of Northwestern Mutual, we provide comprehensive investment advisory services, retirement planning, and estate planning solutions. We specialize in building personalized strategies tailored to each client’s unique circumstances and risk tolerance.
Our approach centers on building strong, lasting relationships and delivering exceptional service. We focus on delivering peace of mind through strategic financial planning and expert guidance, ensuring our clients’ financial future is secure. We are committed to providing a client-first experience, combining decades of experience with a modern, technology-driven approach to wealth management.
Summit Financial Group has been serving the community since 1999, growing to a team of 53 professionals across multiple Indiana locations.
Contact Details
Fort Wayne, United States (US), 3302 Mallard Cove Ln
+3
Founded
1999
Company Type
Partnership
Employees
30-50
Categories
Services
Companies teams usually look at after Summit Financial Group
Comparing a few options usually leads to better decisions
Save companies to compare later. Useful when sharing options with your team
This is how your company profile looks to others.