Gregory Esposito

Senior Wealth Planner

Credentials: CFP® CERTIFICATION
Years of Experience: 25

Address: 4 Campus drive Parsippany N.J. 07054
Phone: 973-285-3609
Email: gesposito@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/gregespositocfp/

Over 25 years of providing independent, comprehensive financial and estate planning advice to high net worth individuals

As an independent financial advisor, I pride myself on providing unbiased, professional advice and placing client’s interests first

I am dedicated to furthering the financial planning profession having served on the board of directors for the Financial Planning Association of New Jersey and as an active member

I seek to work with a select number of families that I desire to have as clients for life

Specialties: Concentrated Wealth Management, Financial and Estate Planning, Goals-Based Portfolio Management

I have three children and live in Morris County, NJ. I enjoy golf, fitness training, bowling and spending time with family and friends. I’m a Volunteer coach for The First Tee of Raritan Valley providing youth with educational programs that build character, instill life-enhancing values and promote healthy choices through the game of golf.

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.

Form CRS | Investment Advisory Brochure (ADV 2A) | Disclaimer | Wrap Fee Program Brochure | Privacy Notice | BCP

This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC

Check the background of this firm on FINRA BrokerCheck

Call Now Button