Gregory Jandoli

Private Wealth Advisor

Credentials: CFP® CERTIFICATION
Years of Experience: 30

Address: 4 Campus Dr Parsippany NJ 07054
Phone: 973-285-3627
Email: gjandoli@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/gregjandoli/

Greg has spent the last 30 yrs in a professional career with Summit Financial, LLC and its prior founding companies. His focus has been ensuring the long-term financial goals of his clients and the security for their families. His clients are senior level professionals and business owners whose focus in life has been building and creating, and because of time and complexity, can benefit from a coordinated approach to their financial planning. His clients are located in numerous states through the country both US citizens and Foreign. Greg has extensive experience in diverse financial disciplines along with unique access to specialized professionals and top industry resources for financial services that has created a measurable value proposition.

He has also developed strategic alliances and support for accounting practices so they may expand their value proposition.

Greg lives in Sparta NJ and is married with 2 college age children who are all accomplished in their own right. Much time and investment has been made toward their talent to see them pursue their dreams.

Education: Rider University , BS in Finance, 1988
College for Financial Planning, Certified Financial Planner™ credentials

Specialization:
Investment Management
Comprehensive Estate Planning
Risk Management and Insurance Planning
Family Wealth Counseling
Comprehensive Financial and Retirement Planning
Business Continuity Inter-generational Planning

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 18 Corporate Woods Blvd., Albany, NY 12211 (“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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