Summit Financial Consulting

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General Info

Summit Financial Consulting provides comprehensive wealth management strategies including retirement planning, retirement income planning, investment advisory services, wealth planning, personal financial planning and estate planning. Since 1983, the Wink and Hansen families have been assisting individual and corporate clients find solutions to their retirement and financial planning needs. We can help with IRA Rollovers, 401(k) Rollovers (401k Rollovers), SEP IRAs, stocks, bonds, managed portfolios, and mutual funds. We are a Better Business Bureau Accredited Business with an A+ Rating, meaning we have no complaints. We are an independent, private, family owned investment firm. There are no Wall Street firms, insurance companies or banks attached to us telling us what to do.

Email

To set up an appointment or ask a question

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Our Toll Free Number: (844) 786-6485

Location

We are just south of Canal road on Schoenherr, north of 19 mile road on Schoenherr.

Neighborhoods

Sterling Heights, Clinton Township

Amenities

Customer service based upon your preferences, including how often you would prefer phone call, e-mail, and face to face updates.

Associations

BBB - An A+ Rating with the Better Business Bureau CFP - Certified Financial Planner CWS - Certified Wealth Strategist

Other Link

http://www.summitfc.net

Categories

Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investments

Details

Phone: (586) 226-2100

Address: 43409 Schoenherr Rd, Sterling Heights, MI 48313

Website: http://www.summitfc.net