Summit Wealth Management Group, Inc.
Financial ServicesView the employees at
Summit Wealth Management Group, Inc.-
Monica Hyatt Administrative Manager at Summit Wealth Management Group
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Cibolo, Texas, United States
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Rising Star
Jerry J. Zins, Jr. CERTIFIED FINANCIAL PLANNER™, CFP® | Financial Advisor-
Top 5%
Patricia Konkol Retired and enjoying our travels.-
Thousand Oaks, California, United States
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Rising Star
Christina Zins, CFP® Wealth Advisor at Summit Wealth Management Group, Inc.-
Camarillo
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Rising Star
Overview
We provide objective financial planning and investment advice, based on a thorough understanding of clients' unique circumstances. We offer the benefit of our experience, education, and professional training to help people pursue their personal financial goals. The financial consultants of Summit Wealth Management Group are registered representatives with and securities offered through LPL Financial, Member SIPC (sipc.org). Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial. The financial professionals associated with Summit Wealth Management Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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