William J. O’Brien
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Direct Line: 973-285-3624Email: firstname.lastname@example.org
Bill resides in Rockaway N.J. with his 4 children and his wife Karen. His personal interests include outdoor activities such as fly fishing and hiking.
- Comprehensive Wealth Planning for Wall St. Professionals
- Investment/Tax Analysis and Money Management
- Risk Management and Insurance Structuring
- Retirement and Asset Projection Analysis
- Sophisticated Estate Planning and Gifting Strategies
- Corporate Benefit Analysis
- Since 1993, Bill has focused on, and specialized in, the specific needs and concerns of highly compensated Wall Street professionals.
- His 18 years of exclusive market focus has made him uniquely able to address these concerns while bringing an experienced financial perspective to his clients.
- Bill has also been instrumental in the design of various analytical tools specific to this marketplace.