Helping You Reach
Your Financial Summit

Your Premier Financial Firm in Shreveport

Here at the Summit Group, Jerry Lorey and team work with established business owners to help them quickly and efficiently check off the should-do items in their personal financial lives. We'll collaborate with their other professionals, acting as a quarterback to help coordinate a complex playbook of assets, tax-efficient investments, risk management, and retirement and legacy planning strategies. We take pride in helping them coordinate their personal financial lives with great expertise and innovation, and the end result is getting things done quickly, efficiently, and completely.

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Who We Are

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What We Do

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Client Resources

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Our Philosophy

You spend years pursuing financial independence and then, through hard work and some smart decisions, you achieve it. But for all the answers a lucrative career or business provides, success breeds at least as many questions. Just like your home, your business, and your relationships, financial wealth demands knowledge and attention to detail. At The Summit Group, we offer you a vast depth of experience and insight to help you navigate your journey.

Because the last thing financial independence should mean is going it alone. The Summit Group is a group of experienced employee and personal financial professionals. We have helped our clients manage their insurance, meet their financial goals and strive to surpass their expectations for growth. We bring cost effective options and provide new ideas with strategies to help companies and individuals with a wide range of services.