Summit Financial Consulting - Sterling Heights (MI)

5 /5 Allan: Professional services and friendly support staff. Ken is responsive and attentive to individualized financial planning. Highly recommend Summit Financial.

5 /5 Jason Terrebrood: I have been a client of summit financial for the past four years. They have been very helpful in helping my wife and I prepare for retirement. They are very responsive and thorough. We appreciate all they do for us!

5 /5 Deborah Colombo: I have been working with Bob and Jim for five years now and couldn’t be more satisfied with their guidance. They take time to understand my goals and provide guidance to help with my financial goals. I always feel comfortable with the decisions we make together. I highly recommend Summit Financial to anyone looking for knowledgeable and trustworthy financial advisors!

5 /5 Carissa Wilcox: Jimmy is an exceptional financial advisor who truly cares about his clients. He takes the time to understand my goals and provides clear, well-thought-out advice tailored to my needs. His expertise and attention to detail have given me confidence in my financial future. He’s always responsive, patient, and willing to explain things in a way that makes sense. I highly recommend Jimmy to anyone looking for a knowledgeable and trustworthy advisor!

5 /5 Marlene Blaurok: We’ve been working with Jim and Bob at Summit Financial for years, and we truly appreciate the time they take to explain everything and make sure we feel comfortable with our financial plan. They’re honest, knowledgeable, and always make us feel like family. It’s a blessing to have a team we can trust with our retirement.