Summit Financial Consulting
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
43409 Schoenherr Rd, Sterling Heights, M...Phone Number
(586) 226-2100Website
www.summitfc.netRevenue
<$5 MillionIndustry
About Summit Financial Consulting
Summit Financial Consulting, LLC offers comprehensive financial planning, investment management, tax strategies, and insurance solutions tailored for families in Southeast Michigan. With a focus on retirees and pre-retirees, the firm provides personalized retirement strategies, Social Security optimization, and legacy preservation services. As a registered investment advisory firm, they adhere to a fiduciary standard, ensuring unbiased advice and prioritizing clients' best interests. Their local expertise and commitment to ethical practices make them a trusted partner for financial guidance.Explore more
Summit Financial Consulting Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Summit Financial Consulti...
<$5M
1-10
Private
-
2003
KW
Kenneth WinkInvestment Advisor & Representative & Chief Compliance Officer
Summit Financial Consulting Tech Stack
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Summit Financial Consulting, LLC offers comprehensive financial planning, investment management, tax strategies, and insurance solutions tailored for families in Southeast Michigan. With a focus on retirees and pre-retirees, the firm provides personalized retirement strategies, Social Security optimization, and legacy preservation services. As a re... Read More
