Wally C. Jandoli

Summit Financial Resources, Inc.

225 Gordons Corner Road, Suite 2J

Manalapan, NJ 07726

Tel: 732-446-2000

Direct Line: 732-446-2003

 

Main Office:

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Email: wjandoli@sfr1.com

Wally and his wife Linda live in Manalapan NJ have two children and six grandchildren Member of the Knights of Columbus Wally enjoys Sports, Travel, Dinner and Theater


Specialization

  • Investment and retirement planning
  • Estate planning, corporate 401(k) and retirement plans
  • Family wealth management income
  • Focusing on retirement income and preservation of capital

Business Experience

  • 35 years of experience, specializing in wealth preservation
  • Certified Long Term Care
  • Member Board of Advisors for Marketing Firm
  • Member Board of Trustees Real Estate Association