Joseph Spada

Senior Principal, Board Member at Summit Financial Resources Inc

Joseph Spada's Professional Contact Details

Email (Verified)

****

Get Email Address

(973) 285-3634

Location

New York, New York, US

Company

Summit Financial Resources Inc

Person Seniority

senior

Person Functions

education

Joseph Spada's Current Company Details

Summit Financial Resources Inc

Parsippany-Troy Hills, New Jersey, US • 129 Employees

finance

Summit Financial Resources, Inc., founded in 1982, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. Our approach to strategic and coordinated financial planning for wealthier clients consists of assembling a team of highly qualified professionals responsible for needs analysis, developing, presenting and implementing a program tailored for a client's long term objectives. We draw on the resources of our in-house, multi-disciplined professional staff made up of CPAs, tax attorneys, CFPÂ® Professionals, estate, insurance and benefits consultants, investment advisors and administrative support staff.

Founded Year

1982

Organization Website

summitfinancial.com

Organization Languages

English

Organization Revenue

70000

Current Technologies

nginx

google analytics

wordpress org