Summit Financial Resources

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Website
4 Campus Dr Ste 2
Parsippany, NJ 07054
+1 (973) 285-3600
http://www.summitfinancial.com
Summit Financial Resources, located in Parsippany, N.J., is a full-service financial planning firm. The company offers retirement planning that includes retirement plan analysis, annuities, life insurance, mutual funds and long-term care insurance. Its estate planning division offers grantor trusts, elder law planning, leverage of unified credit, asset protection, and wills and trust reviews. Summit Financial Resources also provides investment planning through managed accounts, educational funding and individual retirement accounts. The company s insurance planning includes various lines of insurance, such as life and business overhead plans. Additionally, the company offers various planning services, including business continuity, college funding, income tax planning and fringe benefit for its clients. Summit Financial Resources also provides online contact information.

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Reviews

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1.53 reviews
Photo of Travis H.
Travis H.
5/10/2015

These guys are brutal. They dial for dollars, seemingly targeting financial services professionals in NYC, with the same line that they will be in our building and want a meeting. Problem is...

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Don G.
1/26/2023

nasty people calling. asked them to stop calling as we do not need their services and they are just rude. Lady's name was Lorraine! NASTY!

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Tee C.
3/7/2019

these guys are constantly cold calling my office and are often quite rude. They never want to leave a message for the person they're calling for. If they actually knew anything about the people...

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