Summit Financial Consulting, LLC.

Summit Financial Consulting has been family owned and operated by the Wink family since 2003, and is an independent investment firm in Sterling Heights, MI. Finding a trusted personal or corporate financial advisor can be difficult, but our mission is to bring holistic planning to working-class American families through our unique and specialized approach. 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 in personalized retirement, investment, and financial planning. As fiduciaries, we make recommendations that are in the client's best interest. By incorporating financial planning, tax preparation, legacy planning, and meeting all of our clients' needs, such as life, health, Medicare insurance, as well as home and auto, we will create an ongoing, customized financial plan with a concierge level of service. Fine Print: Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Registering with the SEC or becoming registered as a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Health Services, LLC and Summit Insurance Services, LLC. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.

网站

https://summitfc.net

Summit Financial Consulting, LLC.的外部链接

所属行业

投资管理

规模

2-10 人

总部

Sterling Heights，Michigan

类型

合营企业

创立

2003

领域

Investment Management、Retirement Income Planning、401(k) Management & Advice、Health Insurance、Life Insurance、Property & Casualty Insurance、Estate Planning Reviews、Tax Preparation、Business Succession、Legacy Planning、Budgeting、Disability Insurance、Long-Term Care Planning、Debt Management、Lump Sum vs. Pensions和Social Security Maximization