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Summit Financial Wealth AdvisorsFinancial advisor in Lafayette, LA

Summit Financial Wealth Advisors is a financial advisor at 1021 E St Mary Blvd, Lafayette, LA 70503, ranked #9 of 60 financial advisors in Lafayette and rated 4.8 from 24 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lafayette, LAUpdated 0 paid placements in any rankingHow we rank

Call (337) 232-1141Website ↗

Key facts

Key facts about Summit Financial Wealth Advisors
Address1021 E St Mary Blvd, Lafayette, LA 70503Get directions
Phone(337) 232-1141
Websitesummit-financial.com
HoursMonday to Thursday: 8 AM – 4:30 PM; Friday: 8 AM – 3 PM
Google rating4.8 from 24 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lafayette and 6 towns within 25 miles: Broussard, Youngsville, Abbeville, New Iberia, Crowley and Opelousas.

Based in Lafayette, LAView on map

Opening hours

Opening hours for Summit Financial Wealth Advisors
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Summit Financial Wealth Advisors

How is Summit Financial Wealth Advisors ranked in Lafayette?

Summit Financial Wealth Advisors is ranked #9 of 60 financial advisors in Lafayette by RFA Score, with 74 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Summit Financial Wealth Advisors’ hours?

Summit Financial Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4:30 PM; Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summit Financial Wealth Advisors serve?

Serves Lafayette and 6 towns within 25 miles: Broussard, Youngsville, Abbeville, New Iberia, Crowley and Opelousas. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Summit Financial Wealth Advisors?

Summit Financial Wealth Advisors has a rating of 4.8 from 24 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Summit Financial Wealth Advisors?

Call Summit Financial Wealth Advisors on (337) 232-1141. The business is at 1021 E St Mary Blvd, Lafayette, LA 70503. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Summit Financial Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summit Financial Wealth Advisors (this business)—744.8 (24)NoNo
Eleser Financial#7745.0 (24)NoNo1.0 mi
Hux Capital Management, LLC#8744.7 (31)NoNo4.0 mi
Amber Patout, Mortgage Loan Officer - First Horizon Bank#10735.0 (20)——1.3 mi

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