Erica Duffy

Operations Manager at Summit Wealth Management Group, Inc. - Camarillo, CA, US

Erica Duffy's Colleagues at Summit Wealth Management Group, Inc.
Soksan Hing

Partner/The Customer Support Barista

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Tara Bebieff

Administrative Manager

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Jerry Zins

certified financial plannera and registered investment advisor representative

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Erica Duffy's Contact Details
HQ
N/A
Location
Los Angeles,California,United States
Company
Summit Wealth Management Group, Inc.
Erica Duffy's Company Details
Summit Wealth Management Group, Inc. logo, Summit Wealth Management Group, Inc. contact details

Summit Wealth Management Group, Inc.

Camarillo, CA, US • 10 - 19 Employees
Financial Services

We provide objective financial planning and investment advice, based on a thorough understanding of clients'​ unique circumstances. We offer the benefit of our experience, education, and professional training to help people pursue their personal financial goals.The financial consultants of Summit Wealth Management Group are registered representatives with and securities offered through LPL Financial,Member SIPC (sipc.org).Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial.The financial professionals associated with Summit Wealth Management Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Retirement strategies income planning wealth transfer tax efficiency investment management portfolio assessment financial stability protection analysis financial plans wealth accumulation alternative investments Financial Services Financial Advisory Services
Details about Summit Wealth Management Group, Inc.
Frequently Asked Questions about Erica Duffy
Erica Duffy currently works for Summit Wealth Management Group, Inc..
Erica Duffy's role at Summit Wealth Management Group, Inc. is Operations Manager.
Erica Duffy's email address is ***@yoursummitwealth.com. To view Erica Duffy's full email address, please signup to ConnectPlex.
Erica Duffy works in the Financial Services industry.
Erica Duffy's colleagues at Summit Wealth Management Group, Inc. are Gail Eschler, Shanna Jolie, Soksan Hing, Tara Bebieff, Jerry Zins, Jeff Taussig, Catherine Carroll and others.
Erica Duffy's phone number is N/A
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