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John LeRoy Email
Private Wealth Advisor and Founder LeRoy Wealth Management Group . Summit Financial
Parsippany, NJ
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Employees:
251Revenue:
$58MAbout
Through a comprehensive analysis of present position and an evaluation of goals and objectives, we develop a plan for clients utilizing cutting edge strategies. A four-disciplined approach to financial planning (combining expertise in taxation, accounting, investments and insurance) assures our clients receive a coordinated and comprehensive set of solutions to the financial problems faced by successful individuals today. Understanding that planning in and of itself is not enough to achieve success, Summit Financial Resources, Inc. has established affiliated companies that will assist in the implementation and servicing of each client’s financial plan. This comes from a commitment to develop lifelong relationships with each client.Summit Financial Address
4 Campus DriveParsippany, NJ
United States