Erica Garzia

Chief Compliance Officer/Director of Compliance and Operations at Summit Wealth Strategies - Chesterfield, MO, US

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Summit Wealth Strategies
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Summit Wealth Strategies

Chesterfield, MO, US • 20 - 49 Employees
Financial Services

At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal and financial level. Our goal is to help clients achieve true wealth – everything money can't buy and death can't take away.We are in constant pursuit of open communication to give us an in-depth understanding of each of your unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and adding superior level of comfort and confidence for you.Services offered through Summit X, LLC, dba Summit Wealth Strategies, a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Summit X, LLC, doing business as Summit Wealth Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Summit X, LLC unless a client service agreement is in place.

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Frequently Asked Questions about Erica Garzia
Erica Garzia currently works for Summit Wealth Strategies.
Erica Garzia's role at Summit Wealth Strategies is Chief Compliance Officer/Director of Compliance and Operations.
Erica Garzia's email address is ***@swsllc.com. To view Erica Garzia's full email address, please signup to ConnectPlex.
Erica Garzia works in the Financial Services industry.
Erica Garzia's colleagues at Summit Wealth Strategies are Matthew Lemke, Deborah Edwards, Sarah Warren, Allison Fuehne, Keith Fedor, Nathan Rowader, Paul Orlino and others.
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