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. Robert L. Wink Jr. is the firm's co-founder and financial advisor. They are a team of fiduciary advisors legally obligated to operate in their client's best interests. They focus on what is best for their clients, not their compensation. Their first meeting is a "get-to-know" meeting, where they'll discuss your goals and ensure they understand what you're looking for. With a dedication to providing top-notch financial guidance and support, the team is ready to assist clients in navigating their financial journey with confidence and peace of mind.”

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“Asset Preservation Tax and Retirement Services is committed to offering their clients a more enjoyable and secure retirement. Their clients benefit from a team of professionals who coordinate a comprehensive financial plan tailored to their current lifestyle while helping them plan for the future. Justin Carlson is the president and financial planner of the firm. The firm offers a broad range of wealth management and financial planning services. Its team of professionals coordinates a complete financial strategy that meets clients' needs. The firm's ultimate aim is to help you grow, safeguard, and preserve your assets to last you throughout your retirement.”

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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. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of your loved ones, they can design specific strategies to help you achieve your goals. They provide face-to-face conversations and online appointments to their clients.”

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