Jon McCardle
Independant Rep at Summit Retirement Advisors
Based in Lafayette, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Lafayette
Industry
Financial Services
Company size
5
Contact information
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j•••••••@summitfinancialgroupofindiana.com
Phone
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Background
About Jon McCardle
I lead Summit Retirement Advisors, which is an independent, fiduciary-focused firm that specializes in personalized strategies that reflect each client’s career, lifestyle, and long-term goals. With expertise in retirement planning and complex account management—including 401(k), 403(b), and 457(b) plans—Summit partners with faculty, professionals, and entrepreneurs across more than 40 institutions in 25 states.
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