Steve Lieberman

Role
President and CEO of the Private Client Group Wealth Management, Llc at Summit Financial
Location
Livingston, NJ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Steve Lieberman

Sophisticated high-net worth investors have complex financial needs. For over 25 years…

Experience

  1. President and CEO of the Private Client Group Wealth Management, Llc

    Summit Financial

    Jul 1991 — Present

    Collaborating with select clients where we can have a significant impact- Specializing in high-income/high-net-worth individuals that value being truly organized- Building long-term, collaborative and dynamic relationships- Offering our Wealth Management SolutionAreas of Focus- Comprehensive Wealth Management- Investment Management- Retirement Planning- Risk Management and Estate Planning

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Steve Lieberman — President and CEO of the Private Client Group Wealth Management, Llc at Summit Financial in Livingston, NJ, US | Unifers