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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. American Retirement Advisors, Inc. - Sterling Heights
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· 2 reviews
44444 Mound Rd #100, Sterling Heights, MI 48314
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3. 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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Sandra Gutenkunst: If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients' interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retirement seminar in Sterling Heights, MI, I was able to connect with the "team" and after a few meetings, I decided on the financial advisor best suited to guide me forward. I trust Justin Carlson and his team without reservation; the fact that my daughter and son-in-law who are positioned in D.C. became his clients as a result of my personal recommendation speaks volumes to the trust and faith I put in this fine individual and his team of financial advisors.
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4. Edward Jones - Sterling Heights
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· 5 reviews
43060 Mound Rd Suite 102, Sterling Heights, MI 48314
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sam hanna: Positive:Professionalism,Responsiveness
Keyon Grayer: Channing has been my financial adviser for almost five years now and words cannot express how satisfied I am. He is always prompt and professional. Since I work in the customer service industry I have high standards when it comes to working with folks and Channing is a 10 out of 10.
Christina Kachiros: Channing is very knowledgeable, and is very patent. I highly recommend Channing as your Financial Advisor. Channing cares about you as a person, and will take as much time as needed with you.
Paul Kosciolek: Channing is very knowledgeable and friendly. He has been nothing but open, honest, and extremely helpful in handing my financial future. I will continue to work with him throughout my career.
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5. Firma Financial Planning - CFP®, CERTIFIED FINANCIAL PLANNER™ - Macomb Township
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· 46 reviews
17957 Hall Rd, Macomb, MI 48044
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