About Summit Financial Group-A Firm of NW Mutual
Summit Financial Group (SFG), a Northwestern Mutual Private Client Group, partners with clients to define, build, and establish financial security.
Services include retirement planning, business planning, investment strategies, risk management solutions, employee benefits planning, and executive benefits planning.
SFG helps individuals and businesses plan for future goals.
The Angola building is our newest location, adding to current offices in Fort Wayne and Marian. We look forward to helping you plan and save for what matters most.
Kevin J. Bontrager serves as Partner & Private Wealth Advisor at the Angola location along with Associate Financial Representative A.J. Wilson and Client Service Manager Lori Oetting.
Kevin also serves as a Strategic Partner for Summit Business Solutions, providing guidance to help create, grow, and protect the success of businesses.