James Wink

Investment Advisor Representative at Summit Financial Consulting.

Role: Investment Advisor Representative at Summit Financial Consulting Llc
Location: Sterling Heights, MI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Investment Advisor Representative
Summit Financial Consulting Llc
Jun 2005 — Present
Investment Investment advisory services are offered through Summit Financial Consulting LLC, an SEC registered investment advisory firm. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered through Summit Financial Consulting LLC. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell of offer to sell investment advisory services to any residents of any state other than the State of Michigan or where otherwise legally permitted.

Contact information

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Work email
j••••@summitfc.net
Personal email
•••••@•••••.com
Direct dial
+15•••••••86

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Current company

Summit Financial Consulting Llc

Investment Management · 11 employees · Founded 2003 · Sterling Heights, Michigan, United States

Summit Financial Consulting has been family owned and operated by the Wink family since 2003, and is an independent 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. 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. Fine Print: Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Registering with the SEC or becoming registered as a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Health Services, LLC and Summit Insurance Services, LLC. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.

summitfc.net

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