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Summit Team

Brian V. Onofrio, CPA, AIF®
C. David Koncz
Karl J. Zirolli, CFP®, MS, AIF®
Jay W. Pinto, CFP®

Frank J. Navario, CLU
Alison G. Gaffney, MBA, CRPC®
Robert J. Factora

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

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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.

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