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Summit Financial Resources Inc.
With 17 years of experience in the financial services industry, Mike Aloi specializes in working with executives, professionals and retirees. Since he joined the Summit Financial Resources Inc. team, Aloi has built a process that emphasizes the integration of various facets of financial planning. Supported by a team of in-house estate and income tax specialists, Aloi offers his clients coordinated solutions to scattered problems. Outside of work, he enjoys spending time with his wife and three children.
Here's how I helped my client take the RMDs he didn't need and turn them into peace of mind for his children's future.
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