Michael Aloi CFP - Summit Financial

Metrusky Retirement Services, LLC is a financial planning firm that provides comprehensive financial planning services to individuals and families. The firm's services include retirement planning, portfolio rebalancing, income distribution, charitable giving strategy, individual retirement account (IRA) management, investment advisory, investment management, risk assessment, asset protection, asset monitoring, long-term care planning, estate planning, social security strategy, cash flow analysis, insurance review, and trust review. The firm's experienced and knowledgeable advisors work with clients to develop personalized financial plans that meet their individual needs and goals.

J S G Tax & Asset Management is a financial services firm that helps clients achieve their financial goals. The firm offers a variety of services, including tax preparation, portfolio management, retirement strategies, risk management, life insurance, estate strategies, extended care, education strategies, social security strategies, small business ownership, cash flow analysis, charitable giving/legacy planning, special needs trusts, debt management, and financial education. The firm has a team of experienced professionals who are dedicated to helping their clients make informed financial decisions.