Herbert Millman, ChFC, CLU
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Direct Line: 973-285-3648Email: firstname.lastname@example.org
He and his wife Janet have four children and five grandchildren. His personal interests extend to running, skiing, photography and wine.
- Financial Planning
- Portfolio Management
- Retirement Planning
- Began his career in the Life Insurance Industry.
- Became engaged in the Retirement Planning area in the mid ’70s
- Equity Investing
- Real Estate Development
- Financial Planning with Personal Economics, Inc. as Vice-President 1976-86.
- President of AMG Financial Services 1986-91.
- Summit Financial Resources, Inc. 1991-Present.