Summit Financial Resources, Inc.
225 Gordons Corner Road, Suite 2J
Manalapan, NJ 07726
Tel: 732-446-2000
Direct Line: 732-446-2003
wjandoli@sfr1.com

Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600

Wally C. Jandoli

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

Personal:
• 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