James Wink

Investment Advisor Representative at Summit Financial Consulting, LLC. - Sterling Heights, MI, US

James Wink's Colleagues at Summit Financial Consulting, LLC.
Zachary CFP

Investment Advisor Representative

Contact Zachary CFP

Zachary Bachner

Investment Advisor Representative

Contact Zachary Bachner

James Baldwin

Investment Adviser Representative / Financial Consultant

Contact James Baldwin

James Wink's Contact Details
HQ
N/A
Location
Charter Township of Clinton,Michigan,United States
Company
Summit Financial Consulting, LLC.
James Wink's Company Details
Summit Financial Consulting, LLC. logo, Summit Financial Consulting, LLC. contact details

Summit Financial Consulting, LLC.

Sterling Heights, MI, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Summit Financial Consulting has been family owned and operated by the Wink family since 1987, and is an independent, private investment firm in Sterling Heights, MI. Finding a trusted personal or corporate financial advisor can be difficult, but our mission is to bring holistic planning to working-class American families through our unique and specialized approach. As a Registered Investment Advisory (RIA) Firm, we are a team of fiduciary advisors who are legally obligated to operate in our client's best interest. We strive to provide our clients with world-class financial tools, services, and solutions that aid in personalized retirement, investment, and financial planning.As fiduciaries, we make recommendations that are in the client's best interest.By incorporating financial planning, tax preparation, legacy planning, and meeting all of our clients' needs, such as life, health, medicare insurance, as well as home and auto, we will create an ongoing, customized financial plan with a concierge level of service.

N/A
Details about Summit Financial Consulting, LLC.
Frequently Asked Questions about James Wink
James Wink currently works for Summit Financial Consulting, LLC..
James Wink's role at Summit Financial Consulting, LLC. is Investment Advisor Representative.
James Wink's email address is ***@summitfc.net. To view James Wink's full email address, please signup to ConnectPlex.
James Wink works in the Investment Management industry.
James Wink's colleagues at Summit Financial Consulting, LLC. are Ann Schulte, Zachary CFP, Zachary Bachner, James Baldwin and others.
James Wink's phone number is N/A
See more information about James Wink