Summit Financial Resources, Inc. - Robert L. Iola, Jr.

Just click on any name to find out more about our highly qualified financial planners.

Michael Aloi
Frank Araneo *
Carmen Armenti *
Robert Armstrong
Brian Barthold
Lawrence M. Bell *
Michael Caputo
David Chepauskas *
Michael Conway *
Kenneth Durfee *
Gregory Esposito
Keith Fahrman
David Fischbach *
Anthony Granato
John M. Gregory
Donald Gross
Gary Hager
Nicholas Houmis
Robert L. Iola, Jr.
Gregory Jandoli *
Wally Jandoli
Stuart Lantz
Benjamin Lechtman
Steven W. Lieberman *
John LeRoy
Michael MacDougal
Herb Millman
Paul Mascia
Richard B. Millus

*=Principal

Andrew Moss
Vincent Neuman
William O'Brien
Mark O'Leary
Peter O'Neill
Gerald Olsen
Andrea Orlando
John Pappadopoulos *
Vincent A. Parisi
Alex Panas
Bart J. Partington
Ronald Praught
Bruce L. Resnik
Kevin Rex*
Eric K. Rosenberger
Karl W. Rosenberger
Salvadore R. Salvo *
Richard Samara
Lawrence D. Schuffman
Daniel C. Singer
Martin L. Singer *
Brian Snerson
Joseph W. Spada *
Madeline Spada
Christopher Stappas
Thomas Stappas
Jeffrey Susskind
Frank Vanore *
David Xi

Robert L. Iola, Jr., CLU, ChFC

The Iola Financial Group
IFG Business Strategies
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Direct Line: 973-285-3633
riola@sfr1.com

Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600

Specialization:
• Asset Protection/Estate Preservation
• Business Transfer/Exit Strategies
• Investment Management/Tax Reduction
• Charitable Planning

Business Experience:
• Founded The Iola Financial Group in 1990
• Has hosted hundreds of seminars focusing on:
   - Utilizing tax laws to increase wealth
   - Protecting wealth from confiscation
   - Passing wealth to future generations

Personal:
As part of his ongoing commitment to providing the best financial advice to his clients, Robert has earned both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He is also a member of the Financial Planning Association, the NALU (NAIFA) and the American Society of CLU/ChFC. Robert and his wife Kathleen live in Tewksbury, NJ and enjoy golf, skiing and camping.