Address: 43409 Schoenherr Rd, Sterling Heights, MI 48313, USA
Phone: +15862262100
Sunday: Closed
Monday: 9AM–5PM
Tuesday: 9AM–5PM
Wednesday: 9AM–5PM
Thursday: 9AM–5PM
Friday: 9AM–5PM
Saturday: Closed
Susan Gough
We have worked with this organization for many years and trust them with our investments. I highly recommend their services!!!
Mark A
Nice, honest family group, but more reactive than proactive. If you're looking for safe place for your investments, they're ok. If you want to increase your portfolio, you'll be better off elsewhere.
Joel Fournier
An awesome family firm. Incredibly honest and professional. I have been a client for 15 years and they have exceeded all my expectations. If you need help with Medicare this is the place to go also.
CHARLENE HIGGINS
Service is the best. Up to date information when ever it is needed. Best Medicare advice and plan to fit you.
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Our financial consultants are happy to help! We invite you to visit our office at 43409 Schoenherr Road Sterling Heights, MI 48313. Additionally, you can give us a call at (586) 226-2100.
Yes, we specialize in retirement planning. We are an independent, private, family-owned firm, and will walk you through all the steps. Give us a call to get started.
Yes! A parent typically has no idea what college will likely cost, or how much they should save to be prepared for college expenses. Compounding the complexity is making sure they don't short change their retirement savings in the process. We make the process of college planning very simple by asking a few simple questions. We'll provide solid answers. Having the numbers and a plan together oftentimes provides fantastic peace of mind for a parent or grandparent. Whether it's college planning, retirement income planning, tax planning, investment management, health insurance, auto and homeowners insurance, or even questions about leasing versus buying cars, our team is Summit Financial Consulting, LLC is always here to help! Please give us a call today and we'll be happy to help!
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