The Summit Group, LLC Information

Just like your home, business, and relationships, financial wealth requires knowledge and attention to detail. At the Summit Group, we are a group of experienced employee and personal financial professionals. We help our clients manage their insurance, meet their financial goals and surpass their expectations for financial growth. We bring create effective solutions and provide new ideas with strategies to help companies and individuals with a wide range of services. The last thing financial independence should mean is going it alone. Jerry H. Lorey and David Q. Kendrick are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. David Q. Kendrick and Jerry Lorey offer investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, Jerry H. Lorey and David Q. Kendrick are Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 405 Ashley Ridge Blvd. Shreveport, LA 71106 (318) 629-7500. Jerry H. Lorey and David Q. Kendrick are not licensed in all jurisdictions. Neither Jerry H. Lorey, David Q. Kendrick nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Our firm is not owned or operated by New York Life Insurance Company or its affiliates. David Q. Kendrick: CA license OH36604 AR license 4621703 Jerry Lorey: CA license 8032793