Rock Capital LLC

Bley Investment Group is a well-established financial firm based in Summit, NJ, with over 30 years of experience in serving clients. They prioritize building long-term relationships with their clients, taking the time to understand their personal goals and aspirations. With a mission to provide exceptional service and financial guidance, Bley Investment Group aims to be a trusted partner for individuals and families in planning for their future, managing their investments, and preparing for unexpected events.Generated from the website

Summit Place Financial Advisors, LLC is a trusted wealth management firm located in Summit, NJ. With over 35 years of combined experience, their team of advisors offers personalized financial solutions to clients with complex investment, tax, and estate planning needs. They prioritize understanding their clients' goals and work seamlessly with other professional advisors to provide informed strategies that can help grow portfolios and secure future generations' financial well-being. Committed to building lasting relationships, Summit Place Financial Advisors, LLC is dedicated to guiding families towards financial security and comfort. Their expertise lies in serving multi-generational families, corporate executives, successful entrepreneurs, and recent inheritors with portfolios ranging from $5 to $25 million. Recognized for their excellence, they have received numerous accolades and awards, showcasing their commitment to delivering exceptional wealth management services.Generated from the website

Sebastian Wealth Management LLC is a financial advisory firm located in Summit, NJ. Led by David K. Sebastian, CFP, the team at Sebastian Wealth Management offers a range of services including long-term care insurance, life insurance, disability income insurance, and 401(k) information. With a focus on proactive financial management, the firm aims to help clients understand the opportunities and potential rewards of insurance, investing, retirement planning, estate planning, and wealth preservation. Committed to providing valuable resources and education, Sebastian Wealth Management offers calculators and videos on their website to help clients make informed financial decisions. The firm emphasizes the importance of working with skilled professionals and staying updated on market performance data. With a dedication to client satisfaction, Sebastian Wealth Management strives to help individuals and families pursue their financial goals and secure their financial future.Generated from the website