Insights

Gathering insights about Summit Retirement Advisors…

Similar companies to Summit Retirement Advisors

Summit Retirement Advisors Tech Stack

Summit Retirement Advisors uses 8 technology products and services including Open Graph, Font Awesome, jQuery, and more. Explore Summit Retirement Advisors's tech stack below.

Open Graph
Content Management System
Font Awesome
Font Scripts
jQuery
Javascript Libraries
jQuery Modal
Javascript Libraries
Google Maps
Maps
Sqreen
Security
Google Tag Manager
Tag Management
Google Analytics
Web Analytics

Media & News

Summit Retirement Advisors's Email Address Formats

Summit Retirement Advisors uses at least 2 format(s):

Summit Retirement Advisors Email Formats	Example	Percentage

Frequently Asked Questions

What is Summit Retirement Advisors's phone number?

You can contact Summit Retirement Advisors's main corporate office by phone at

+1-765-447-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Summit Retirement Advisors's official website and social media links?

Summit Retirement Advisors's official website is research-wealth.com and has social profiles on LinkedIn.

What is Summit Retirement Advisors's SIC code NAICS code?

Summit Retirement Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Summit Retirement Advisors have currently?

As of January 2026, Summit Retirement Advisors has approximately 5 employees across 1 continents, including North America. Key team members include Owner: J. M.Financial Advisor, Investment Manager: J. R.. Explore Summit Retirement Advisors's employee directory with LeadIQ.

What industry does Summit Retirement Advisors belong to?

Summit Retirement Advisors operates in the Financial Services industry.

What technology does Summit Retirement Advisors use?

Summit Retirement Advisors's tech stack includes Open GraphFont AwesomejQueryjQuery ModalGoogle MapsSqreenGoogle Tag ManagerGoogle Analytics.

When was Summit Retirement Advisors founded?

Summit Retirement Advisors was founded in 2002.

Summit Retirement Advisors

Q: How many employees does Summit Retirement Advisors have currently?

Summit Retirement Advisors has approximately 5 employees.

Q: What technology does Summit Retirement Advisors use?

Summit Retirement Advisors's tech stack includes Amazon Web Services, Font Awesome, Linkedin Insight Tag, Google Tag Manager, Cloudflare Bot Management.

Financial ServicesIndiana, United States2-10 Employees

Focus on your research-driven career while we build a financial plan backed by data and designed for your field. Our approach combines data-driven strategies with personalized insights to create a financial plan that aligns with your unique intellectual career and goals. Your career is demanding, but your financial plan shouldn’t be. We build custom strategies for those leading in academic and scientific careers, with clarity, structure, and minimal effort on your part.

Summit partners with faculty, professionals, and entrepreneurs across 40+ institutions in 25+ states.

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