Summit Financial Resources, located in Manalapan, NJ, offers a wide range of financial services including retirement planning, estate planning, and investment planning. Led by chairman Steven Weinman, the company also specializes in business continuity planning, insurance planning, and income tax planning.
With a focus on college funding and planning, Summit Financial Resources provides comprehensive financial solutions to meet the needs of individuals and businesses alike. As the chief investment officer and a certified public accountant, Steven Weinman ensures expert guidance and strategic advice for clients seeking to secure their financial future.
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