Summit Financial Consulting

Sterling Heights, Michigan

★ 5.0 (139 reviews)
Call (586) 226-2100 Visit website →

About

Summit Financial Consulting is a Sterling Heights-based financial planning firm offering estate planning, retirement planning, tax planning, and insurance analysis. The firm serves clients in college savings, estate planning, insurance planning, and retirement planning, with investment management services also available. English is spoken.

Specialties

College Savings Estate Planning Insurance Planning Retirement Planning Tax Strategy

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

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