Summit Financial Resources

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1 Harding Rd Ste 100
Red Bank, NJ 07701
+1 (732) 345-7230
https://summitfinancial.com

Summit Financial LLC, an SEC registered investment advisor firm established in 2018, is dedicated to providing holistic wealth management and financial planning services tailored to individual client goals and objectives. The firm prides itself on its team of legal, tax, and financial planning experts who collaborate closely with clients to enhance their financial experiences.

Led by seasoned wealth advisor Michael Megill, who brings over 30 years of industry experience, Summit Financial leverages cutting-edge technology and firm expertise to support families and business owners. Located in Red Bank, NJ, the firm emphasizes a client-centered approach, integrating various aspects of financial strategy to optimize outcomes.

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