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The Summit Group Inc
405 Ashley Ridge Boulevard, Shreveport, Louisiana, United States
About the The Summit Group Inc
The Summit Group Inc, located at 405 Ashley Ridge Boulevard in Shreveport, Louisiana, is a finance institution dedicated to serving professional advisors, particularly business owners, physicians, and successful families. Their mission is to help clients achieve financial freedom on their own terms, whether that means retiring early, traveling the world, or enjoying a beachfront home. The team at The Summit Group works closely with clients to create detailed financial plans that align with their goals and best interests. Jerry H. Lorey, ChFC®, is a licensed agent with New York Life and offers insurance and securities products and services through NYLIFE Securities LLC. The institution is committed to providing personalized financial solutions and empowering clients to make informed decisions for their future. Please note that services are only available in certain states, so be sure to check the background of this investment professional before proceeding.
Reviews of The Summit Group Inc
"Jerry is the best kept secret in the Shreveport - Bossier financial business. His staff is courteous and always responds in a timely manner. Jerry offers a peace of mind knowing that my financials are in good hands."
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