Private Wealth Advisor
Credentials: ChFC, CLU
Years of Experience: 48
Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054
Began his career in the Life Insurance Industry.
Became engaged in the Retirement Planning area in the mid ’70s
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 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
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
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