Justin B. Erfer

Years Experience:
  • 6

Summit Financial, LLC

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-4745

Email: jerfer@sfr1.com

Justin is an independent financial planner and wealth management advisor 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, investment planning, and insurance planning. Special emphasis is placed on helping clients through a tax efficient implementation of carefully thought-out, custom tailored financial plans.

He works with a professional team comprised of individuals who have designations including the CFA, CFP®, and CPA, and as well as Estate and Tax specialists. Combined, this professional team has over 30 years of experience helping design plans 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 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.

Most importantly, Justin treats everyone he encounters with the utmost care, integrity, and courtesy, above all else.