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18 Bank Street
Suite 200

SUMMIT , NJ 079011717

www.summitplacefinancial.com

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We provide investment management and wealth solutions to families that have outgrown cookie-cutter, mass market approaches. We simplify your financial life and help you gain control of your entire wealth portolio. And we understand what is truly important to families- assuring a lifestyle for yourself and your heirs and planning a legacy that can make a difference.

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Started In: 2008
Number of Employees: 1 - 4
Locations: SUMMIT, NJ
Primary Industry:
- Real Estate Property Managers

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SUMMIT PLACE FIN ADV

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