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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

Important COVID-19 NY EXECUTIVE ORDER

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.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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

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