Home
Our Firm
News & Updates
Account Access
- Account Access
Insights
Tools
- Glossary
- Tax Resources
Contact

Oct 5th Boys and Girls Club

Boys-Girls-Club-1

Boys-Girls-Club-2

Contact

Summit Planning Group, LLC

Office: 203.483.3313

Fax: 203.483.2617

420 East Main Street

Unit 11

Branford, CT 06405

jpinto@securitiesmail.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Investments are offered through representatives of Lincoln Financial Securities Corporation, Member FINRA & SIPC. Investments are offered to residents of: AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT & WA. Advisory services offered through representatives of Summit Asset Management to residents of CT, MA & TX and representatives of Summit Planning Group, LLC. Lincoln Financial Securities Corporation is not affiliated with Summit Asset Management or Summit Planning Group, LLC. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your legal and or tax professional regarding your individual circumstances. In NY, insurance may be offered through LFS Marketing Insurance Agency Corporation and other fine companies. In CA, insurance may be offered through LFS Marketing Insurance Sales Corporation and other fine companies.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

LFS-3937772-113021