Insurance and risk assessment in Summit, New Jersey
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Glisel Jimenez - State Farm Insurance Agent
Glisel Jimenez - State Farm Insurance Agent is a reputable insurance agency located at 26 Morris Avenue in Summit, New Jersey. Our office is easily identifiable by the wishing well on our front lawn, near the Team Car Wash & Orchard Street. We serve clients throughout Union, Essex, Morris, Somerset counties, and the entire state of New Jersey, as well as being licensed to assist with policies in New York and Pennsylvania. We offer a wide range of insurance services including auto, home, life, small business, financial services, pet insurance, and more. Our team encourages existing policyholders to register on the State Farm website or download the State Farm mobile app for convenient access to policy information, payments, claims, and ID cards.
Clyde Paul Insurance Agency
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.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 47 Maple Street in Summit, New Jersey, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the Tri-State Area of New York, Connecticut, and New Jersey. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Tri-State area focus on full-service financial planning and research-driven investments. They take a holistic approach, addressing all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
Markel
Markel is a renowned institution located at 535 Springfield Avenue in Summit, New Jersey, United States. With a reputation for excellence in education and innovation, Markel offers a wide range of programs and services to support students in their academic and professional development. From state-of-the-art facilities to experienced faculty members, Markel is committed to providing a top-notch learning experience for all its students. Whether you're looking to further your education or enhance your skills, Markel is the place to be. Visit us today and see why we are a leader in education in Summit and beyond.
Keith Woetzel - Financial Advisor, Ameriprise Financial Services, LLC
Keith Woetzel, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 129 Summit Avenue in Summit, New Jersey, United States. Specializing in finance, Keith Woetzel offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. For those interested in a complimentary initial consultation, Keith Woetzel provides background and qualification information on FINRA's BrokerCheck website. Clients can also receive a Client Relationship Summary Disclosure from Ameriprise Financial Services, LLC.
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