Herb Millman

Private Wealth Advisor

Credentials: ChFC, CLU
Years of Experience: 48

Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054
Phone: 973-285-3648
Email: hmillman@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/herb-millman-93b36820/

He and his wife Janet have four children and five grandchildren. His personal interests extend to running, skiing, photography and wine.

Specialization
Financial Planning
Portfolio Management
Retirement Planning

Business Experience
Began his career in the Life Insurance Industry.
Became engaged in the Retirement Planning area in the mid ’70s
Equity Investing
Real Estate Development
Financial Planning with Personal Economics, Inc. as Vice-President 1976-86.
President of AMG Financial Services 1986-91.
Summit Financial 1991-Present.

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.

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