Summit Asset Management, Inc. - Florham Park, New Jersey

Summit Asset Management, Inc.: A Comprehensive Overview

For individuals and families seeking expert guidance in navigating the complexities of financial planning, Summit Asset Management, Inc. presents itself as a dedicated resource. Located at 30 Columbia Turnpike # 101, Florham Park, NJ 07932, and reachable by phone at 9733012360, Summit Asset Management offers personalized financial planning services. Their website, summitasset.com, serves as a central hub for accessing information and scheduling consultations.

Specialties: Financial planner. Summit Asset Management distinguishes itself through a focused specialization in comprehensive financial planning. This encompasses a wide array of services designed to help clients achieve their long-term financial goals. These services routinely include retirement planning, investment management, education funding, estate planning, and tax planning. The firm’s approach is centered on understanding each client’s unique circumstances, risk tolerance, and financial aspirations.

Key Features and Services:

• Personalized Financial Plans: Summit Asset Management crafts bespoke financial plans tailored to the specific needs and objectives of each client. These plans are regularly reviewed and adjusted to reflect changing market conditions and individual life events.
• Investment Management: Leveraging a deep understanding of investment strategies, the firm provides guidance on asset allocation, portfolio construction, and ongoing investment management.
• Retirement Planning: A core offering, retirement planning assistance helps clients determine their retirement needs, develop strategies for accumulating sufficient savings, and plan for a comfortable retirement lifestyle.
• Education Funding: Supporting families in saving for their children’s education is a crucial component of their service offering. They provide guidance on 529 plans, college savings accounts, and other education financing options.
• Estate Planning: Recognizing the importance of preserving assets and ensuring a smooth transfer of wealth, Summit Asset Management offers support with estate planning documents and strategies.

Accessibility and Convenience:

Summit Asset Management is committed to providing a welcoming and accessible environment for all clients. The office is equipped with a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are recommended to ensure dedicated attention and personalized service. The firm also provides a standard restroom for client convenience.

Client Feedback and Reputation:

Currently, Summit Asset Management has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed presence online. Consequently, the average opinion is 0/5. While this lack of immediate reviews suggests a nascent reputation, it does not necessarily reflect the quality of the services offered. It’s advisable for prospective clients to conduct further research and seek independent verification of the firm’s capabilities.

Additional Points of Interest:

• Appointment Recommended: Scheduling an appointment is strongly encouraged to facilitate a thorough discussion of your financial goals and to allow the team to develop a customized plan.
• Dedicated Professionals: Summit Asset Management boasts a team of experienced financial professionals committed to providing exceptional client service.

Contact Information Summary:

Conclusion: Summit Asset Management, Inc. represents a potential partner for individuals seeking a focused and personalized approach to financial planning. While current online reviews are limited, the firm’s specialization, commitment to accessibility, and dedicated team offer a compelling proposition. Prospective clients are encouraged to explore the website, contact the firm directly, and conduct thorough due diligence before engaging their services. Further investigation and client testimonials will provide a more comprehensive understanding of the firm's capabilities and client satisfaction.

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