Summit Financial Consulting - Sterling Heights (MI)

Dave Meyers I have been a client of Jason’s for 10 years. I am extremely satisfied with the financial planning services he provides. His communication is spot on. He is also patient and professional when talking through any of my financial concerns. He has been instrumental in helping me make well-informed investment decisions and managing my assets effectively. He and Diana, his Operations Manager are extremely capable and supportive. I highly recommend their expertise to anyone in need of wealth management services.

Valencia Jones Everyone was very helpful and kind. I was really needing a financial matter taken care of and DFCU and its staff was able to work things out for me and the process was smooth and seamless. The assistant branch manager at the Garden City branch was phenomenal. They will have a customer for life and I hope to refer many as well!

Baron Kenneth (Kenny B) I have steller credit and perfect payment history. I found a nice used car for my wife they bumped the rate 2% because apparently its over its worth. Even tho its the lowest miles at that price within 750 miles. Place is an absolute joke!!!! CU1 in Detroit got it handled for me tho. Been a member for awhile I will be canceling my account because of this

Jeff Miller Nice location, easy to access the parking lot from Plymouth rd and parking was easy. Great customer service and the process was quick as well. Reasonable rate for service, will use again if the need arises

Shaker Hites We are retired. Several, 10 years ago, we looked for 100% safe place to move money with the best return possible. Does that sentence seem possible? We found that, with James Moran (and Amie}. He has our total confidence. He understands our goals. He is lighting fast to respond, makes everything happen with least amount of hassle and as a bonus a nice, easy going fellow to interact with.

bly bylsma We appreciate the sound advice from our advisor. She gave advice that was molded to my desires and level of risk. No pressure and regular attentive communication.

M S The quality of service was excellent, and the rates were far better compared to other exchange services. The company provides extensive documentation and detailed receipts, and is highly professional. I had the pleasure of working with Rawan, she was highly professional and kept in contact throughout the entire process to address any concerns I have. She also made sure the recipient received the amount in full in a timely manner. Highly recommend.