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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

 

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Contact Us

Rob Lewandowski, AIF®
Vice President
Financial Consultant 

Summit Financial Services
100 W Jubal Early Dr.
Winchester, VA 22601
Office: (540) 450-3297
Cell: (540) 535-6236
Fax: (304) 530-0938
Email: rlewandowski@summitfgi.com 

______________________________________________________

Sara Church
Assistant Vice President
Financial Consultant

Summit Financial Services
651 Foxcroft Ave.
Martinsburg, WV 25401
Office: (540) 450-3282
Cell: (304) 707-1967
Fax: (304) 530-0335
Email: schurch@summitfgi.com

______________________________________________________

Jonathan C. Dorsey, CFPTM
Financial Consultant

Summit Financial Services
1826 Harper Rd.
Beckley, WV 25801
Office: 304-254-2972
Cell: 304-763-8587
Fax: 304-530-0962
Email: jdorsey@summitfgi.com

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Summit Community Bank and Summit Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Summit Financial Services, and may also be employees of Summit Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Summit Community Bank or Summit Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VA, WV, MD, and FL.

Contact

Summit Financial Group

Toll-Free: 877-776-9722

To report issues with this site, please contact Summit Financial Group

300 North Main Street

Moorefield, WV 26836

sfsmarketing@summitfgi.com

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