3 Best Financial Services in Sterling Heights, MI

“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 client's 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.”

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“Asset Preservation Tax and Retirement Services is a full-service retirement financial planning firm that helps guide their clients through both turbulent and calm economies. Their goal is to help grow, protect, and preserve your assets to last you throughout your retirement. Justin Carlson is the founder of Asset Preservation Tax and Retirement Services. In 1998, Justin completed his Bachelor of Science degree in Political Science and Sociology, graduating with honors from Arizona State University. In May 2003, he completed his Master of Business Administration (MBA) from the W.P. Carey School of Business also at Arizona State University. Under his leadership, the firm grew to over 10,000 clients and over $250 million in assets under advisement.”

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“Channing D. Pritchett is dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving about 7 million investors, Edward Jones was built on the belief that the best way to do business is on a one-on-one, personal basis. The team works to give you the personal service you deserve when planning for your financial future. With a strong emphasis on client service and a focus on long-term investment strategies, they continue to help millions of clients across the United States and Canada build and preserve wealth for their future. They provide face-to-face conversations and online appointments to their clients.”

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