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Business Profile

Financial Planning Consultants

Summit Financial Consulting, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(586) 226-2100Write a Review

About

Overview

Summit Financial Consulting, LLC

43409 Schoenherr Road

Sterling Heights, MI 48313

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BBB Accreditation & Rating

Summit Financial Consulting, LLC is BBB Accredited.

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This business has committed to upholding the BBB Standards for Trust.

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About This Business

Summit Financial Consulting, Working With People You Trust - We have been family owned and operated by the Wink family since 1987, and is an independent, private 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. 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 in personalized retirement, investment, and financial planning.

BBB Accredited Since: 1/26/2007

Years in Business: 22

Products and Services

Auto Insurance, Bookkeeping Services, Casualty Insurance, Education Planning, Estate Planning, Health Insurance, Home Insurance, Investment Planning, Life Insurance, Long Term Care, Property Insurance, Retirement Income Planning, Social Security, Tax Planning, Tax Return Preparation

Photos and Videos

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Business Details

Local BBB:
BBB of Michigan
BBB File Opened:
1/26/2007
Business Started:
12/1/2003
Business Started Locally:
12/1/2003
Business Incorporated:
12/1/2003
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Summit Financial Consulting

Additional Contact Information

Fax numbers
Primary Fax: (586) 226-3584
Social Media

Additional Information

Other Resources
Michigan Department of Insurance & Financial Services (DIFS)
530 W Allegan Street, 7th Floor
Lansing MI 48933
Phone Number: 877-999-6442
https://www.michigan.gov/difs/about/contact-info
[email protected]
Business Categories
Financial Planning Consultants, Insurance Companies, Financial Services, Life Insurance, Insurance Agency, Health Insurance, Investment Advisory Services, Insurance Agent, Investment Management, Insurance Consultant, Investment Security, Medicare Supplements, Accident Insurance, Long Term Care Insurance, Employee Benefits Insurance, Senior Insurance, Dental Insurance, Disability Insurance, Fee Only Financial Advisor

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