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1. Summit Financial Consulting - Sterling Heights
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· 12 reviews
43409 Schoenherr Rd, Sterling Heights, MI 48313
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Susan Gough: We have worked with this organization for many years and trust them with our investments. I highly recommend their services!!!
Mark A: Nice, honest family group, but more reactive than proactive. If you're looking for safe place for your investments, they're ok. If you want to increase your portfolio, you'll be better off elsewhere.
Joel Fournier: An awesome family firm. Incredibly honest and professional. I have been a client for 15 years and they have exceeded all my expectations. If you need help with Medicare this is the place to go also.
CHARLENE HIGGINS: Service is the best. Up to date information when ever it is needed. Best Medicare advice and plan to fit you.
Dale Dwojakowski: Great family run business. Very professional, exceeded my expectations!
Gary Rosenthal: Had them as our financial advisers for years and have done very good.
Tim “The Lender” Wayland: Excellent company to work with. They were honest, trustworthy and very helpful.
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2. Smart Money Financial Advisors, LLC - Sterling Heights
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· 4 reviews
12900 Hall Rd #250, Sterling Heights, MI 48313
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Dean Swanson: I began working with the team at Smart Money Financial Advisors about 18 months ago. During this time, we experienced the COVID-19 pandemic. As a result of the pandemic, the financial markets, along with my personal finances, experienced extreme fluctuation, and volatility. Because of the outstanding professional planning and guidance, the Smart Money Financial Advisors team provided, I was able to stay the course, using the plan we had developed. The result, I was able to successfully whether the financial ups and downs of the pandemic, maintain a solid financial position while staying the course toward meeting my financial goals. I would highly recommend them to anyone interested in developing a personal financial plan.
Geoff McMahen: Reno went far above my expectations in order to help me learn more about my financial choices.If you need a solid plan for a secure financial future, I highly recommend consulting with Reno!
Mike Madigan: Reno is an expert in his field and in these turbulent financial times, its definitely worth your time to sit down and have a planning discussion with him about your financial future.
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3. Reno Frazzitta, CFP - Sterling Heights
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· 2 reviews
12900 Hall Rd #250, Sterling Heights, MI 48313, United States
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Michael Colburn: Professional..experienced and great to work with
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4. Kimberly Crichton Enders, CFP® - Sterling Heights
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· 1 reviews
38700 Van Dyke Ave #125, Sterling Heights, MI 48312, United States
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Casey Lane: Kim is like family. She is inviting and always has the clients best interest in mind. She makes you feel welcome and as if you are a family member.
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5. Asset Preservation Tax and Retirement Services - Sterling Heights
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· 1 reviews
42370 Van Dyke Ave, Sterling Heights, MI 48314
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6. Nutt & Nutt Investment Planners - Sterling Heights
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· 1 reviews
43928 Mound Rd #175, Sterling Heights, MI 48314
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