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SUMMIT FINANCIAL CONSULTING, LLC

4.9/5 (83)
NameSUMMIT FINANCIAL CONSULTING, LLC
Address43409 Schoenherr Road, Sterling Heights, MI 48313
Phone +1-586-226-2100  
Email ID
SpecialityStocks, Tax, Estate, Social Security, Portfolio and Investment Management, Educational and Retirement Planning, Bonds, Managed Portfolios and Mutual Funds, IRA and 401K Rollovers, Sep IRAs, Life, Health, Home Insurance, Auto & Long Term Care
AboutSummit Financial Consulting has been family-owned and operated by the Wink family since 1987. The firm is an independent, private investment firm in Sterling Heights, MI. Summit Financial Consulting has assisted individual and corporate clients in finding solutions to their retirement and financial planning needs. Our mission is to bring holistic planning to working-class American families through our unique and specialized approach. As a Registered Investment Advisory (RIA) firm, we are a team of fiduciary advisors who are legally obligated to operate in our client’s best interest. We strive to provide our clients with world-class financial tools, services, and solutions that aid personalized retirement, investment, and financial planning.
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