Financial Advisors Dedicated to Servicing Southeast Michigan

Summit's Financial Advisors

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

 SUSCCMICOC_2814_SHRCCI proud to be

Contact Us

Summit Financial Consulting

Working With People You Trust.

43409 Schoenherr Road, Sterling Heights, MI 48313

Phone: 586-226-2100
Fax: 586-226-3584


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Summit Financial Consulting

The Fine Print

Investment advisory services are offered through Summit Financial Consulting, LLC, an SEC Registered Investment Advisor Firm. SEC Registration does not imply a certain level of skill or training. Insurance products and services are offered through Summit Financial Consulting, LLC.  Summit Financial Consulting, LLC and its representatives do not render tax, legal, or accounting advice. Summit Financial Consulting, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.