Best Financial Advisors in Sterling Heights, MI

“Working with Summit Financial has been one of the best decisions my family has made to secure our financial future!!”

“They have helped us to prepare for upcoming changes related to the ever growing complexity of our business and been very supportive during all of the exponential growth we have experienced.”

“She is inviting and always has the clients best interest in mind.”

“Every day we put our combined 100+ years of experience together to help hundreds of families stay ahead of whatever is coming next. Our team of financial professionals will work together to help you design a strategy that you can understand and imple...”

“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.”

“If this is your first time visiting our website, you'll find a wealth of information in the form of calculators, videos, research reports, regularly updated newsletter articles and easy access to market performance data. We also encourage you to visi...”

“David White & Associates is a full-service insurance and benefits consulting company specializing in providing health, accident insurance, and benefits services to individuals and business employers. Having over twenty years of experience, Mr. White ...”

“With a broad range of industry expertise, I would unabashedly recommend them to any business owner or individual that values service, the latest technology and competent advice.”

“Thoroughly combing thru 2018 return as we sat at his desk,already happy with his work,he found adittional vehicle deductions ,with the result of an additional refund.”

“We get invitations like every other day to have a "free" dinner hosted by retirement planers, but most were on days that I worked until Dan Orfin's held on a day I was off and it was at Andiamo's so we went.”

“I have gone to her for the past several years, her service is accurate, swift and professional.”

“I've dealt with Fadia the past few years and she is amazing guides you through the dreaded tax preparation with such finesse believe me it's painless!!!”

“Aquest is supported with qualified staff that I personally have used in the form of Trusts, wills, tax advice, yearly tax returns, long term nursing care, RM Ds and the countless types of investments that will provide a sound future for me and my fa...”

“The owner Cathy did a great job for me this year doing my personal taxes, her expertise and knowledge of all the new tax deductions and information saved me alot of money”

“Our family is in a much better place personally, professionally and financially because of the thoughtful, insightful and genuine directions that we have received from Dominic and all associated with Rochester Wealth Strategies!!!”

“Professional, compassionate, friendly, advisory, credible are values I attribute to my personal Advisor, first Doug Van Orden for several years and most recently, Dave Videtta.”