Monthly Archives: April 2011


Seeman Holtz, Daytona Beach, FL

My husband and I would highly recommend Jason Sussman for any financial planning and advising as we find him to be sincere, dedicated and very knowledgeable and professional. Not only is he trustworthy as a financial advisor, but we consider him to be a very dear and caring friend. Respectfully, Nan & Ed W.

Seeman Holtz, Northbrook, IL

Jason Sussman is both articulate and conscientious in his dealings and we have grown to value his contributions to our estate planning. On a personal level we appreciate him as a friend as well as business associate. -Richard & Carolyn P.