John J. LeRoy, CFP®
“Wealth with Purpose” We provide personalized financial guidance and world class service. Our relationship empowers clients to focus on what they value most, while knowing their financial future is secure.
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany NJ 07054
Direct Line: firstname.lastname@example.org
- Member of Summit Financial Investment Committee
- Member of Summit Financial Advanced Planning Committee
- Member and past president of Executive Association of New Jersey
- Resident of Chatham, New Jersey with wife Cynthia and three daughters
- John enjoys coaching lacrosse, soccer, basketball and skiing with his family.
- Lehigh University, BS Business and Economics
- College for Financial Planning, Certified Financial Planner
- Retirement Planning
- Comprehensive Estate Planning
- Investment Management
- Risk Management and Insurance Planning
- Income Tax Planning
- Business Continuity Inter-generational Planning
- Principal and Senior Planner, with the firm since 1991
- Created LeRoy Wealth Management Group, specializing in advising high net worth clientele.