Financial Advisors Dedicated to Servicing Southeast Michigan
Summit Financial Consulting provides comprehensive planning strategies including but not limited to: Investment Advisory Services, Retirement, Estate, Business, and Tax Planning. We can help with investments, IRA Rollovers, 401(k) Rollovers, SEP IRAs, stocks, bonds, managed portfolios, and mutual funds. We are happy to do home appointments, especially in: Auburn Hills, Bingham Farms, Birmingham, Bloomfield Hills, Centerline, Chesterfield, Clinton Township, Grosse Pointe, Howell, Huntington Woods, Lansing, Macomb, New Baltimore, Novi, Okemos, Port Huron, Romeo, Royal Oak, St. Clair Shores, Shelby Township, Sterling Heights, Troy, Utica, Warren, Washington Township, West Bloomfield, MI. We have CWA Members as clients, as well as employees and retirees of AT&T, DTE, Consumers Power (Consumers Energy), AAA, GM, Ford, and Chrysler. With so many employees and retirees needing help with union buyout decisions, we’re happy to help your family through these difficult times and important decisions.
Financial Advisors with a Fiduciary Responsibility
We are located at:
43409 Schoenherr Road
Sterling Heights, MI 48313
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Securities services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Investment advisory services are offered through Summit Financial Consulting, LLC, a MI registered investment advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Financial Consulting, LLC. Summit Financial Consulting, LLC is not affiliated with Gradient Securities, LLC.