Frank Vanore

Senior Wealth Management Advisor

Credentials: CFBS
Years of Experience: 36

Address: 1 Harding Rd, Suite 100 Red Bank, NJ 07701
Phone: 732-389-3242 ext.103
Email: fvanore@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/frank-vanore-52897330/

Education
Rowan University, BS Psychology,
American College, Certified Family Business Specialist

Specialization
Corporate 401k and Retirement Plans
Family Business Transfers & Estate Planning Business
Buy Sell Agreements
Estate Planning
Retirement Planning
Investment Management
Eldercare Planning
Insurance Analysis Brokerage

Business Experience
Extensive experience with diverse groups of family owned businesses.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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