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TEL: 1-877-SFR-FMLY / 732-510-1650

FAX: 732-510-1655
  Home arrow Contact Us   Sunday, 05 September 2010
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The Key to our Success?
"Excellence in our Service"
is measured daily by our Clients

 

  Summit Financial Resources, Inc. is a SEC Registered Investment Advisor.

We are the largest privately - owned and independent financial advisory firm on the east coast.

We are not bound by any " Global Bank" or some huge "Brokerage shop".

Our independence gives us the freedom to find the best possible financial solutions, products and services for our clients.

We invite you to join our family of clients. Please contact us.
»Location and Hours  
  • Family Wealth Planning, LLC
  • 1 Corporate Place South
  • Suite 130
  • Piscataway, NJ 08854
  • Hours: 8:30am-5pm EST (M-F)
  • Directions: Click here for Google directions and map
Phone: 1-877-SFR-FMLY
Phone: 732-510-1650
Fax: 732-510-1655

 
»Contacts  

General Questions

Client Questions

  • Are you an existing Family Wealth Planning client? For prompt attention email us at help@sfrfamily.com

Members

» Karl W. Rosenberger kwr@sfrfamily.com
» Eric K. Rosenberger ekr@sfrfamily.com
» Rubia C. Bashir rcb@sfrfamily.com
» Jillian Tenebruso jmt@sfrfamily.com
   
 
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© 1992-2010 Family Wealth Planning LLC, All rights reserved.
Securities and Investment Advisory Services offered through Summit Equities, Inc.,
Member FINRA/SIPC, and Financial Planning Services offered through Summit financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054.
Tel: 973-285-3600 Fax:973-285-3666.
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