Justin Erfer

Years Experience:
  • 3

Summit Financial Resources, Inc.

1180 Avenue of the Americas, Suite 817

New York, NY 10036

212-401-5773

Main Office:

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

973-285-3600

Email: jerfer@sfr1.com

Justin is a financial planner who specializes in helping individuals achieve financial security through comprehensive financial planning. He assists clients in developing financial strategies that can help them preserve and enhance their assets. Typically, this holistic approach includes estate planning, retirement planning, life and disability insurance planning as well as long term care planning. Special emphasis is placed on helping clients through a tax efficient implementation of carefully thought-out, custom tailored financial plans. He works with his team to design a plan to ensure his clients’ goals and objectives are met for financial security during their working years and beyond.
His mission is to listen to his clients and potential clients addressing their concerns about retirement and under-capitalization in order to provide them products and services that best fit their needs. He is determined to understand his clients’ unique situations and help them identify their needs, educate them, offer possible solutions, respect their assets, monitor their progress and keep in touch. Justin is committed to running a long-term relationship driven business, and to develop and maintain close relationships with clients, prospects and centers of influence.