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Services offered by this company.
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Sterling Heights, MI
43409 Schoenherr Rd, Sterling Heights, MI 48313, United States
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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Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.
Highlights the companys main areas of expertise and the specific services they offer
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.
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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.
The company serves Southeast Michigan.
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This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.
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