Utilizing the best approach.

We take an objective, comprehensive view considering all the pieces you have in place, identify gaps and potential issues, and then develop integrated planning strategies that address the financial challenges you face.

Your Legacy.

We assemble a team of experts in critical disciplines such as investments, retirement, income and estate taxes, insurance, fringe benefits and other areas.  Our team of professionals are involved in the analysis and design of each and every plan.

Call today

Investment advisory and financial planning services offered through Summit Financial, LLC an SEC Registered Investment Adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member  FINRA / SIPC  Headquartered at 18 Corporate Wood Blvd., Albany, NY 12211 ("PKS"). PKS and Summit Financial, LLC are not affiliated companies.
​ SummitFinancial.com
​Tel. 973-285-3600. Fax. 973-285-3666.