Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor, Parsippany NJ 07054
Tel: 973-285-3600
Direct Line: 973-285-3634
www.LeRoyWealth.com
jleroy@sfr1.com

 

 

 

 

 

 

 

John J. LeRoy, CFP®

Education:
• Lehigh University, 1991 BS Business and Economics
• CFP since 1999

Mission Statement:
             "Wealth with Purpose"
We provide personalized financial guidance
and world class service.
Our relationship will empower our clients
to focus on what they value most,
while knowing their financial future is secure.

Specialization:
• Retirement Planning
• Comprehensive Estate Planning
• Investment Management
• College Funding
• Insurance
• Reduction of Income Taxes
• Business Continuity Planning

Business Experience:
• Principal and Senior Planner, with the firm since 1991
• Created LeRoy Wealth Management Group, specializing in advising high net worth clientele.

Personal:
• Member Board of Directors, Executive Association of NJ

John is married to Cynthia and is the father of three daughters. He resides in Chatham, NJ where John is active in his community.