Summit Financial Consulting - Sterling Heights (MI)

Catherine DuBois Craig is honest, smart and experienced. We feel very comfortable with his direction and assistance with our finances. He explains our options very well.

Douglas Lawson The staff at this location are among the best! Thank you for always resolving my issues in a timely manner with great service and a smile.

Mark Strek Rolled over my IRA to LifePlan and couldnt be happier!! ALL of the employees at Lifeplan are truly great and passionate about their work. Jeffs attentiveness to my account is very refreshing compared to past advisors Ive dealt with. LifePlans staff is extremely competent, professional and friendly. What I truly love about LifePlan is that it is abundantly obvious that everyone there follows the Golden Rule, which is unfortunately hard to come by these days. You definitely feel like your "part of the family" when you become a client.

Diane Bradley Dont know what we would do without this great team of people to guide us through financial decisions!

Mike Goodhart Very thorough. Personable. Tailors your investments to your needs and investing comfort level.