Falbo Wealth Management Strategies

Welcome to Merrill Lynch in Summit, NJ. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Short Hills is here for you, serving Summit, Livingston, Morristown, Westfield and surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

At Sage, we help pre- and post-retirees preserve wealth and secure a financially independent retirement... using a sensible approach designed by an accountant