Parsippany / New Jersey / United States
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.
