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Summit Financial Consulting

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Investor & Investment Firm

Services offered by this company.

Primary Markets:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Sterling Heights, MI

Address:

43409 Schoenherr Rd, Sterling Heights, MI 48313, United States

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Summit Financial Consulting LLC is a family-owned, independent financial advisory firm that provides a comprehensive suite of financial services, including investment planning, tax planning, insurance, and estate planning, primarily serving clients in Southeast Michigan, Florida, and Texas.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Investment Planning
  • Retirement Income Planning
  • Estate Planning
  • Tax Planning
  • Financial Planning
  • Portfolio Analysis
  • Tax Return Preparation
  • Fiduciary Review
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

For clients looking to work with a trusted and experienced financial services provider, Summit Financial Consulting LLC is an excellent choice. Established in 2003, this family-owned firm has been assisting individuals and businesses in Southeast Michigan, Florida, and Texas with comprehensive financial strategies. Summit Financial Consulting LLC offers a one-stop-shop approach, providing investment planning, tax services, insurance, and estate planning all under one roof. As a Registered Investment Advisory firm, they have a fiduciary responsibility to act in their clients' best interests. With over 20 years of experience and a focus on exceptional customer service, Summit Financial Consulting LLC is dedicated to helping their clients pursue and maintain financial security.

Overview

In general, reviews of Summit Financial Consulting indicate that the company provides excellent financial guidance and services to its clients. Reviewers highlight the knowledgeable and trustworthy financial advisors, such as Bob, Jim, Ken, and Zach, who take the time to understand clients' goals and provide tailored advice to help them achieve their financial objectives. Clients express satisfaction with the company's responsiveness, attention to detail, and ability to explain complex financial concepts in an understandable way. The overall sentiment is that Summit Financial Consulting is a reliable and customer-focused firm that helps its clients, including investors and retirees, successfully manage their finances.

Pricing

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Investor & Investment Firm Services

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People often ask...

What services does the company offer?

The company offers financial planning, portfolio analysis, tax reduction, investment services, health insurance, tax planning, tax return preparation, bookkeeping services, and property and casualty insurance.

What geographic areas does the company serve?

The company serves Southeast Michigan.

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