google-site-verification: googleb22081375e1f4491.html Financial Goals | Summit NJ | M&R Capital Management
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Investment Management and Financial Planning,
Tailored to You

Preparing You For the Future: It's In Our DNA

At M&R, we take pride in helping our clients achieve their financial goals.  Our focus is on each individual's unique financial picture and future aspirations - it's what guides our process.  Our aim is to be a trusted confidant to each of our customers and their families during their financial journeys through life.  

Ready for the next step? We can help.

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Our Process

Assess

Assess

We take the time to understand your unique goals, aspirations and investment needs.

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Tailored Solutions

Tailored Solutions

Like an expensive suit, we tailor our solutions to fit the unique needs of each of our clients.  After all, our customers deserve better than an "off the rack" solution.

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Manage

Manage

We constantly monitor our client's financial picture and life challenges.  The journey through life is full of ups and downs and we are there to help navigate and adapt as necessary.

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Meet Our Team

Community Focused

Bass Foundation

Bass Foundation

Bass Foundation vision is to seek out the need in the community at-large and address it in a way that creates a better life for all our recipients. 

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South Orange Elks

South Orange Elks

Tucked away in the hill of the Ramapo Mountains,Elks Camp Moore offers a fun filled vacation away from home for children with special needs.

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YMCA Camp Independence

YMCA Camp Independence

Children explore nature, find new talents, gain independence, and make lasting friendships and memories.

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the littlest lamb

the littlest lamb

Empowering children of Egypt to grow into leading, responsible members of the Egyptian society.

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Resource Center

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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Critical Estate Documents

Critical Estate Documents

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How Big is Money?

How Big is Money?

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Schedule a Consultation

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