Lundy Financial Services is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor.
Investment products and services available only to residents of: AL, AZ, CO, FL, MD, MI, MT, NC, NV, NY, TN, & TX.
Fee based investment services available only to residents of: AL, AZ, CO, FL, MD, MI, MT, NC, NV, NY, TN, & TX.
Lundy Financial Services is licensed to sell Insurance products in the state of Michigan.
Summit Brokerage Services, Inc., 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.