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BEST RATED STERLING HEIGHTS, MI FINANCIAL SERVICES

3 Best Financial Services in Sterling Heights, MI

Expert-recommended Top 3 Financial Services in Sterling Heights, Michigan. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Summit Financial Consulting, LLC - Sterling Heights, MI Financial Services - Portrait
Summit Financial Consulting, LLC - Sterling Heights, MI Financial Services - Office Image
Summit Financial Consulting, LLC - Sterling Heights, MI Financial Services - Office Interior Image
Best Financial Services in Sterling Heights MI - Summit Financial Consulting, LLC video
9+ YEARS IN TBR
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SUMMIT FINANCIAL CONSULTING, LLC

(4.9 Score)
43409 Schoenherr Road,
Sterling Heights, MI 48313 Directions

Since 2003

Specialty:

✓Retirement Planning ✓Investment Planning ✓Tax Planning ✓Insurance Plan ✓Social Security Planning ✓Healthcare and Long-term Care Planning ✓Tax-optimized Withdrawal Strategies ✓Business Tax Planning ✓Estate and Succession Planning ✓Charitable Giving Strategies ✓Life Insurance Benefits ✓Tax-loss Harvesting ✓Business Structure Optimization

"Summit Financial Consulting, LLC strives to provide clients with world-class financial tools, services, and solutions to support personalized retirement, investment, and financial planning. Summit Financial Consulting, LLC is committed to offering a unique and specialized approach to financial planning that caters to working-class American families. As a Registered Investment Advisory (RIA) firm, the team of fiduciary advisors is legally required to act in their clients' best interests. With this obligation in mind, they strive to provide top-quality financial tools, services, and solutions that are tailored to each individual client's needs. If you're interested, they are happy to conduct a Fiduciary review of your investments and retirement plan.

2026 Highlights: Robert L. Wink Jr and Kenneth R. Wink are the Co-Founders of Summit Financial Consulting, LLC."

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License #126570

Price:

Financial Planning And Consulting Hourly Fees $300
Financial Planning And Consulting Fixed Fees Upto $5,000

Contact:

(586) 226-2100 (586) 630-1048

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Sara Fallat - Sterling Heights, MI Financial Services - Portrait
Sara Fallat - Sterling Heights, MI Financial Services - Company Logo
Best Financial Services in Sterling Heights MI - Sara Fallat - PRIMERICA video
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SARA FALLAT

(4.8 Score)
PRIMERICA 42850 Schoenherr Road, Suite 2,
Sterling Heights, MI 48313 Directions

Since 2018

Specialty:

✓Investments and Savings ✓Term Life Insurance ✓Income Protection ✓Retirement Protection ✓Debt Solutions ✓Education Funding

“2026 Highlights: Sara Fallat is Regional Vice-President at Primerica. She helps clients with their financial and life goals with a personalized investments strategy. She assist you by conducting a Financial Needs Analysis (FNA) that are needed to create a customized and comprehensive strategy for your financial security. She strive to treat each customer with respect and integrity. You can contact her by appointment or visit their office. Primerica was recognized as TIME America’s Best Financial Services in 2026.”

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License CRD #6945702

Contact:

(586) 610-5425

By Appointment

TBR® Inspection Report:

Betcher Financial Group - Sterling Heights, MI Financial Services - Portrait
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BETCHER FINANCIAL GROUP

(4.8 Score)
12900 Hall Road, Suite 300,
Sterling Heights, MI 48313 Directions

Since 2000

Specialty:

✓Wealth Management ✓Retirement Planning ✓Estate Planning ✓Business Planning ✓Charitable Strategies

“2026 Highlights: Betcher Financial Group is committed to providing their clients with the highest levels of service while helping them achieve their financial goals. Joe Betcher is the Founder and President of Betcher Financial Group. He completed all licensing and educational requirements with The American College, School of Financial Planning. He has over three decades of experience. He helps his clients succeed by delivering safe investment strategies. He has various achievements including Line Leader for Ohio National Financial Services, Life Member of Top of the Table MDRT since 2010.”

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License CRD #2940742

Price:

Financial Planning and Consulting Services Fixed or Flat Fees $25,000

Contact:

(586) 726-8866

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

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SUMMIT FINANCIAL CONSULTING, LLC REVIEWS

Jimmy is an exceptional financial advisor who truly cares about his clients. He takes the time to understand my goals and provides clear, well-thought-out advice tailored to my needs. His expertise and attention to detail have given me confidence in my financial future. He’s always responsive, patient, and willing to explain things in a way that makes sense. I highly recommend Jimmy to anyone looking for a knowledgeable and trustworthy advisor.

We’ve been working with Jim and Bob at Summit Financial for years, and we truly appreciate the time they take to explain everything and make sure we feel comfortable with our financial plan. They’re honest, knowledgeable, and always make us feel like family. It’s a blessing to have a team we can trust with our retirement.

I have been a client of summit financial for the past four years. They have been very helpful in helping my wife and I prepare for retirement. They are very responsive and thorough. We appreciate all they do for us.

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SARA FALLAT REVIEWS

Sara is great! She informed me of all of my options and is very knowledgeable in her field. I feel very comfortable with my investment being in her hands! So excited to invest in my future.

Sara is such a pleasure to work with and is extremely knowledgeable about financial services and helping families achieve their financial goals! Very patient and caring.

Wouldn’t trust any other person to help me with my finances and life insurance. She cares so much and I would refer her to everyone and anyone.

BETCHER FINANCIAL GROUP REVIEWS

I couldn't say enough good things about Joe Betcher and this amazing firm! Great leadership with a wealth of experience and resources, hard working advisors and amazing staff. Clients are well taken care of.

Joe Betcher, and his team are great! I went in thinking they only sold life insurance, but quickly realized they do everything from financial planning to estate planning to investments. No pressure and truly professional.

Highly recommend the expertise of Financial planners at : Betcher Financial ! Very personable, and knowledgeable where you’ll be treated like family.

TBR® Inspection Score Report

SUMMIT FINANCIAL CONSULTING, LLC Total Inspection Points: 117/120
Acknowledgments: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

SARA FALLAT Total Inspection Points: 116/120
Experience: 8
Business Images: 9
Followers Ratio: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Video: 10
Website Standard: 10

TBR® Inspection Score Report

BETCHER FINANCIAL GROUP Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 8
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10