Financial planning for high net worth in Lakewood, New Jersey

Summit Planning Group is a finance institution located at 1187 Lakewood Farmingdale Road in Howell Township, New Jersey. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Summit Planning Group is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.

Neuhaus CPAs is a dedicated accounting and finance institution located at 311 Boulevard of the Americas in Lakewood, New Jersey, United States. Our team of experienced and expert accountants is focused on helping your business succeed by providing new perspectives on financial strategies. We work with you to ensure compliance needs are met and tax structures are optimized. With over 20 years of experience, we specialize in finding the best solutions for companies and high net worth individuals. Whether your operations are local or global, we provide innovative ideas and direction to help you achieve your goals. Our personalized services and guidance aim to enhance both your business and personal life.