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Alex M. Panas, CFP®

Summit Financial Resources

4 Campus Dr
2nd Fl
Parsippany, NJ 07054-4405
Phone: (973) 285-3600
Fax: (973) 859-7818

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Household Income Minimum: $250,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Real Estate
  • Retirement
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.