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
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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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. The firm specializes in serving retirees and pre-retirees, providing personalized retirement and investment planning, Social Security maximization, and legacy preservation. With a focus on ethical practices and fiduciary responsibility, they ensure unbiased advice and a customized financial roadmap for each client. Their services are designed to help clients transition into retirement with confidence, addressing all aspects of financial security under one roof.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
Company Profile Activity
Activity Insights
Summit Financial Consulting is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Summit Financial Consulting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Financial Consulting.
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. The firm specializes in serving retirees and pre-retirees, providing personalized retirement and investment planning, Social Security maximization, and legacy preservat... Read More
