Summit Financial Consulting, LLC.

Summit Financial Consulting, LLC.

Investment Management Sterling Heights, Michigan, United States 7 employees
Employees
7
Contacts
2
Emails
2

Summit Financial Consulting, LLC. Overview

Headquarters
Sterling Heights, Michigan, United States
Website
summitfc.net
Industry
Investment Management
Employees
7
Founded
2003
Funding
,
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Summit Financial Consulting, LLC.

Summit Financial Consulting has been family owned and operated by the Wink family since 2003, and is an independent 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. 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. As fiduciaries, we make recommendations that are in the client's best interest. By incorporating financial planning, tax preparation, legacy planning, and meeting all of our clients' needs, such as life, health, Medicare insurance, as well as home and auto, we will create an ongoing, customized financial plan with a concierge level of service. Fine Print: Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Registering with the SEC or becoming registered as a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Health Services, LLC and Summit Insurance Services, LLC. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.

Summit Financial Consulting, LLC. Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Summit Financial Consulting, LLC. Org Chart

Sample employees and titles
Name Title Contact
James Wink Investment Advisor Representative at Summit Financial Consulting.
Email
Jason Hammou Aspiring Cpa - Accounting Student - Detail-oriented with Strong Analytical & Financial Reporting Skills
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Ann Schulte Office Manager at Summit Financial Consulting
Email
James Baldwin Financial Consultant / Investment Adviser Rep. at Summit Financial Consulting
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Employees by Management Level

Individual contributor 4 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 0

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