Zachary CFP's Contact Details

Zachary CFP's Company 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.