Summit Financial
Investing,
Financial AdvisingHours:
4 Campus Dr #2, Parsippany NJ 07054 Hours
About Summit Financial
Our clients create success not by following tradition, but by finding innovative ways to solve problems. That's how we approach wealth management. Unlike planning firms of the past, we prioritize independence, transparency, and holistic advice. We're proud of our more than 35 years of history as an independent firm. To continue our legacy of guiding clients toward financial success, we align our extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future.
Most Recent Reviews
April 2026
Honestly, I had no idea where to begin when it came to investing, but Chris and his team made the whole process feel simple and approachable. They took the time to understand my goals, walked me through a clear plan, and answered all my questions without making it overwhelming.
February 2023
Perfect combination of professional investment management and personal attention; Summit has exceeded my expectations
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