Summit Financial Consulting is an independent, private investment firm located in Sterling Heights, Michigan. The firm has been owned and operated by the Wink family since 1987. Over the years, the firm has helped both individual and corporate clients with their financial planning needs, particularly in relation to retirement planning. Summit Financial Consulting 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 are 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.
UNIQUE FACTS:
• 35 Years of Experience
• Online Appointments
• Free Consultations
• Private Investment Firm.
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.
SUMMIT FINANCIAL CONSULTING, LLC REVIEWS
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.
We have worked with this organization for many years and trust them with our investments. I highly recommend their services!!!
Excellent company to work with. They were honest, trustworthy and very helpful
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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Asset Preservation Tax and Retirement Services is a reputable financial planning firm located in Sterling Heights, Michigan. With a team of highly experienced professionals, they offer comprehensive financial services to meet all your needs. Their specialization lies in both Retirement Planning and Financial Planning. Their ultimate aim is to assist you in growing, safeguarding, and preserving your assets to last you throughout your retirement. At Asset Preservation Tax and Retirement Services, their exceptional financial planning advisors provide an extensive range of financial products and services to support their clients every step of the way. They are committed to offering their clients a personalized and all-inclusive financial plan that aligns with their current lifestyle and helps them plan for the future. They have a team of professionals working together to coordinate a comprehensive financial strategy that meets their individual needs.
UNIQUE FACTS:
• Comprehensive Plans
• Online Consultaations
• Proffessional Teams.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ASSET PRESERVATION TAX AND RETIREMENT SERVICES REVIEWS
If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients' interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retirement seminar in Sterling Heights, MI, I was able to connect with the "team" and after a few meetings, I decided on the financial advisor best suited to guide me forward. I trust Justin Carlson and his team without reservation; the fact that my daughter and son-in-law who are positioned in D.C. became his clients as a result of my personal recommendation speaks volumes to the trust and faith I put in this fine individual and his team of financial advisors.
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Channing D Pritchett is a financial advisor at Edward Jones, located in Sterling Heights, Michigan. He earned a Bachelor of Science degree from Wayne State University. Channing believes that taking the time to understand his client's goals is crucial before investing their money. Edward Jones is a financial-services firm committed to meeting the individual needs of its investors. With a team of almost 12,000 financial advisors serving approximately 7 million investors, they prioritize providing services on a one-on-one, personal basis. As a result, the Edward Jones team works together to offer clients the personalized service they deserve when planning for their financial future. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, they can develop specific strategies to help you achieve your goals.
UNIQUE FACTS:
• 9 Years of Experience
• Face to Face Conversation
• Online Consultation.
Specialty:
Contact:
Working Hours:
Sat: By Appointment Only
Sun: Closed
TBR® Inspection Report:
CHANNING D PRITCHETT - EDWARD JONES REVIEWS
Channing has been my financial adviser for almost five years now and words cannot express how satisfied I am. He is always prompt and professional. Since I work in the customer service industry I have high standards when it comes to working with folks and Channing is a 10 out of 10.
Channing is very knowledgeable and is very patent. I highly recommend Channing as your Financial Advisor. Channing cares about you as a person and will take as much time as needed with you.
Channing is very knowledgeable and friendly. He has been nothing but open, honest, and extremely helpful in handling my financial future. I will continue to work with him throughout my career.
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