Wellesley Financial Planners

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. Generated from the website

Lighthouse Financial Advisors, located in Red Bank, NJ, is dedicated to fostering strong, trust-based relationships with clients. The firm's approach emphasizes attentive listening, expertise sharing, and a thoughtful consideration of individual financial needs. With a focus on comprehensive financial planning, Lighthouse Financial Advisors guides clients through various financial journeys, ensuring that plans remain aligned with personal goals and evolving circumstances. Their commitment to client service is evident in every interaction, as they prioritize understanding and addressing the unique aspirations of each individual or family. Generated from the website