CAD Financial Consulting

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7932 Cooley Lake Rd
Waterford, MI 48327
+1 (248) 363-5595
http://www.summitfc.net

Summit Financial Consulting LLC, based in Waterford, MI, is a family-owned financial advisory firm that has been serving individuals and businesses since 2003. With a fiduciary responsibility to their clients, they offer a comprehensive suite of services including investment planning, retirement income planning, tax planning, and estate planning, all designed to create customized financial strategies under one roof.

The firm prides itself on providing a concierge level of service, ensuring that clients feel at home while navigating their financial journeys. With a team committed to customer service, Summit Financial Consulting aims to build strong financial structures that stand the test of time, emphasizing what is best for clients over compensation.

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