Michael J. MacDougal
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Direct Line: 973-285-3595Email: email@example.com
For over 16 years, Michael MacDougal has worked for Summit Financial Resources helping high net worth individuals meet their financial goals. Mike specializes in working with business owners, executives, physicians, sports figures and members of the entertainment industry.
His strategic and coordinated approach to financial planning consists of working with a team of highly qualified professionals responsible for needs analysis. Together they develop, present and implement a unique program tailored toward achieving a client’s long-term objectives. With the support of the firm’s in-house resources, multi-disciplined professional staff made up of CPAs, tax attorneys, CFP® professionals, estate, insurance and benefits consultants, investment advisors and administrative support staff, Mike offers a well-rounded and comprehensive solution to his client’s financial concerns.
- Investment Strategies
- Family Wealth Counseling
- Estate Planning
- Financial and Retirement Planning
- Insurance Structuring
- Philanthropic and Planned Giving Specialist
- Over 16 years of Financial Planning experience