TOP 30 Asset management company in Summit, New Jersey

Summit Global Asset Management is a finance institution located at 64 Commonwealth Avenue in New Providence, New Jersey, United States. They specialize in insurance products such as Accident & Health or Sickness, as well as Life insurance. The institution is licensed by the NJ Department of Banking & Insurance and the Real Estate Commission. They also hold non-resident insurance licenses in Florida, North Carolina, Nevada, and Texas. In addition to their insurance services, Summit Global Asset Management also offers Information Technology Asset Management and is a member of the Information Systems Audit and Control Association (ISACA).

Arleatha Williams Wealth Management is a finance institution located at 25 Deforest Avenue in Summit, New Jersey, United States. The goal of the institution is to help individuals take a proactive approach to their personal financial situation. Services offered include assistance with investing, retirement planning, estate planning, and wealth preservation. The institution helps clients gain a better understanding of their financial goals and offers guidance on creating and managing retirement plans. Additionally, they provide information on options for qualified employer-sponsored retirement plan assets, estate planning, insurance, and business planning. The LifeSync® experience offered by the institution helps clients align their finances with their values and goals. Wells Fargo Investment Institute’s 2024 outlook for various investments is also provided. It is important to note that by accessing certain information, clients may be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Clients are advised to review the third-party's policies and terms and conditions before proceeding.

Sea Bridge Capital Management is a leading financial institution located at 450 Springfield Avenue in Summit, New Jersey. Specializing in asset management, investment strategies, and financial planning, Sea Bridge Capital Management offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Sea Bridge Capital Management is dedicated to providing innovative solutions and expert advice to clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Sea Bridge Capital Management is here to help you navigate the complexities of the financial world.

Summit Private Investments Inc is a leading finance institution located at 47 Maple Street in Summit, New Jersey, United States. With a focus on providing personalized investment solutions for individuals and businesses, Summit Private Investments Inc offers a wide range of financial services including wealth management, asset allocation, and portfolio diversification. Our team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Summit Private Investments Inc can help you grow and protect your wealth.

Welcome to Summit Brokerage Services, Inc., your trusted partner in financial planning and investment management located in Cherry Hill, New Jersey. At Summit Brokerage Services, we are committed to providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping you navigate the complexities of the financial world with confidence and ease. Whether you're planning for retirement, seeking investment opportunities, or looking to protect your assets, we offer a comprehensive range of services designed to help you achieve your financial goals. Visit us in Cherry Hill to discover how we can assist you in building a secure and prosperous financial future. Your success is our priority at Summit Brokerage Services, Inc.

Clyde Paul Insurance Agency, located at 803 Springfield Avenue in Summit, New Jersey, is your trusted independent insurance agent in the area. With over 60 years of experience, we specialize in helping both businesses and personal clients protect themselves through insurance planning. Our dedicated staff, including Lisa, Isabel, and Maria, provide personalized service to ensure that our clients' personal and business assets are safeguarded. We take the time to understand each client's unique exposures and provide appropriate insurance solutions to mitigate their risks. Whether you need insurance for your business or personal life, Clyde Paul Insurance Agency is here to guide you towards real-world solutions that support your financial goals while protecting you now and in the future. Our clients have praised our exceptional service, professionalism, and efficiency, with many recommending us to their family and friends.

Gary Wilks - State Farm Insurance Agent is an insurance agency located at 107 South Avenue West in Cranford, New Jersey, United States. We are conveniently situated between Lincoln Ave & Elise Street with free parking available in the rear. Our team is dedicated to helping families and business owners in New Jersey, New York, and Pennsylvania, specifically in areas such as Cranford, Clark, Roselle, Westfield, Summit, and Short Hills. As the spring season brings unpredictable weather, it is important to review your homeowners or renters insurance to ensure you are adequately protected against potential risks such as storms, hail, or flooding. Our knowledgeable and friendly staff is here to assist you with various insurance needs including Automobile Insurance, Home Insurance, Renters Insurance, Life Insurance, Small Business Insurance, and Pet Medical Insurance. We offer a range of discounts to our customers, including Drive Safe and Save Discounts and special discounts for youthful drivers. Our goal is to provide you with the coverage you need at a price you deserve. We prioritize protecting your assets and helping you achieve your dreams through our insurance products.

Wealth Shield Financial is a finance institution located at 45 River Road in Summit, New Jersey, United States. At Wealth Shield Financial, we specialize in developing holistic strategies to help you preserve and grow your assets, allowing you to pursue your aspirations with confidence. Our team will work with you to create a personalized retirement plan tailored to your unique goals and financial situation. We offer a range of investment and insurance products to help you achieve long-term financial security. We believe in transparency and integrity, ensuring that all recommendations are in your best interest. Our founder and experienced team are dedicated to helping individuals like you navigate the complexities of retirement planning. Whether you are looking to secure a steady income stream or protect your assets, we are here to help.

Northwestern Mutual Financial Network, located at 180 River Road in Summit, New Jersey, is a leading finance and insurance agency dedicated to helping clients protect their families and achieve their financial goals. Their team of experienced financial advisors offer personalized plans that balance current and future priorities, providing a wide range of financial options including investments and insurance. With top ratings from major financial strength agencies and recognition as the Best Life Insurance Company for Customer Experience, Northwestern Mutual offers a comprehensive approach to financial planning that combines growth and protection strategies tailored to each client's unique needs. Their advisors guide clients through life events and help them reach their goals, whether it's saving for college, buying a home, or planning for retirement.

Samuel Dicocco, a financial advisor at Ameriprise Financial Services, LLC, located at 129 Summit Avenue in Summit, New Jersey, is dedicated to helping clients achieve their financial goals. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek in 2023. With a focus on personalized service, Samuel provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients can easily access their accounts and track progress towards their goals securely from any device. To learn more about how Samuel can help you, schedule a complimentary initial consultation. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Samuel Dicocco is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Let's meet to discuss what's most important to you and work towards a more confident financial future.

Flaherty & Crumrine Inc is a reputable finance institution located at 47 Maple Street in Summit, New Jersey, United States. With a strong track record of providing top-notch financial services, Flaherty & Crumrine Inc is known for its expertise in investment management and wealth preservation. Clients trust the institution for its commitment to excellence and personalized approach to financial planning. Whether you are looking to grow your portfolio or secure your financial future, Flaherty & Crumrine Inc is the go-to destination for all your financial needs.