Summit Financial Consulting
43409 Schoenherr Road, Sterling Heights, Michigan, United States
About the Summit Financial Consulting
Summit Financial Consulting is a family-owned finance institution located at 43409 Schoenherr Road in Sterling Heights, Michigan. Since 1987, the Wink Family has been providing all-inclusive financial services to individual and corporate clients in Southeast Michigan. With a focus on financial planning, portfolio analysis, and tax reduction, our team is dedicated to helping clients pursue and maintain financial security.
As an independent, private investment firm, we prioritize customer service and always act in the best interest of our clients. Our comprehensive planning process ensures that we create a financial plan that considers your current needs and plans for the future in a tax-efficient manner. We offer services such as investment planning, tax planning, health insurance planning, college planning, retirement income planning, and estate planning assistance.
Our team of professionals at Summit Financial Consulting is committed to guiding you towards a successful retirement with a comprehensive plan. We have a fiduciary responsibility to our clients, and our goal is to help you build a strong financial structure that will stand the test of time. We are a Registered Investment Advisory Firm in the State of Michigan, providing personalized financial plans tailored to each client's unique needs.
At Summit Financial Consulting, we understand the importance of discretion and integrity in financial advising. Our team has never had any disputes with regulatory authorities, ensuring that we always act in the best interest of our clients. We offer investment advisory services through Summit Financial Consulting LLC, an SEC registered investment advisory firm.
Whether you need assistance with retirement planning, estate planning, or investment management, Summit Financial Consulting is here to help. Our team of professionals is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact us today to schedule a consultation and start planning for a secure financial future.
Photos of Summit Financial Consulting
43409 Schoenherr Rd, Sterling Heights, MI 48313, United States
Opening hours of Summit Financial Consulting
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Summit Financial Consulting
"Switching to Summit Financial team has been a great experience. Not only were they warm, welcoming and friendly, they put together a very detailed Financial Plan and thoroughly explained the thought behind it. Their concern for making sure I’m prepared for the later years was very evident and genuine. If you are looking for a knowledgeable investment team, I would highly recommend Summit!"
"Working with the team at Summit Financial best choice ever. The team listens and made a plan to allow me to retire with no concerns. I have the freedom to live life and enjoy my free time."
"Working with Summit Financial has been one of the best decisions my family has made to secure our financial future!! In less than 6 months our portfolio is making money and we feel our needs always come first! Great company and family to work with!!! 10 stars!"
"Ken is a wealth of knowledge and exceptional at assisting his clients. Always finds time to answer your questions no matter how big or small they may be. Summit Financial Consulting has a great staff and are wonderful to work with."
"Partnered with Ken and company at Summit for many years. They are a very knowledgeable, caring and professional staff who tirelessly work toward their customers best interest. I highly recommend their services!"
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