Summit Financial Consulting LLC

Sterling Heights, United States

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Description

Specialties

We specialize in providing our customers with quality investment and insurance advice. We develop retirement plans, education plans, and offer many other financial services.

History

Established in 2003.

Since 1987, the Wink family has been assisting individual and corporate clients find solutions to their retirement and financial planning needs. While we have the resources of a large investment company, we are a family business and always want our clients to feel at home! We take great pride in what we do and fully appreciate the process of helping our clients pursue and maintain financial security.

Meet the Manager

Ken W.

Manager

One of the most important areas of anyone’s life is their finances, and teaching people what will benefit them has been my passion for a long time. Thirteen years ago, while attending Michigan State University’s Eli Broad School of Business, I joined my father on business appointments whenever I was home from school. After my sophomore year, I was accepted into the Northwestern Mutual Financial Network internship program — one of the best financial consulting Internships in the country. After graduating from MSU with Honors with a B.A. in Finance, I joined an exclusive financial planning firm in Bloomfield Hills. In 2003, my father and I started Summit Financial Consulting L.L.C., our Registered Investment Advisory firm. My Dad always said if you’re always doing what’s best for the client, you’ll be successful. As a firm, we have always dedicated ourselves to doing what’s best for the client, and that is my definition of success.