Skip to main content

  •  Tel: 989-269-7427
  •  Toll Free: 888-989-6828
  •  Fax: 989-269-7469
  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Our Services
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Charitable Giving
  • Resources 
    • Events
    • Useful Websites
    • Financial Calculators
    • Video Library
  • Contact

    You are here

  1. Home
  2. Contact

Contact

Lundy Financial Services

Erik Lundy, President, Financial Advisor
E-mail: elundy@summitfn.com

Sara McCrea, Branch Office Assistant
E-mail: smccrea@summitfn.com

Bridget Shaw, Marketing Director
E-mail: bshaw@summitfn.com

General Contact Info

Phone: 989-269-7427
Fax: 989-269-7469
Toll Free: 888-989-6828

Office Address

840 S Van Dyke Rd
Bad Axe, Michigan
48413 United States

Quick Message

840 S Van Dyke Rd
Bad Axe, Michigan
48413 United States

  •  Tel: 989-269-7427
  •  Toll Free: 888-989-6828
  •  Fax: 989-269-7469
  •  bshaw@summitfn.com

Lundy Financial Services is an independent firm.  Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Registered Representatives of Cetera Advisor Networks may only conduct business with residents of the United States and/or jurisdictions in which they are properly registered. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

Cetera Advisor Networks LLC and its affiliates and Lundy Financial Services do not give tax or legal advise.  You should consult an experienced professional regarding the tax consequences of a specific transaction.

Contact Us: 989-269-7427 | Toll-Free: 888-989-6828

[Disclosure of Order Routing Information|Privacy Policy|Business Continuity|Privacy Promise|Important Disclosures]

© 2020 Lundy Financial Services. All rights reserved.

Website Design For Financial Services Professionals