Client Update


Summit Financial Makeover!

The summer of 2008 was a remarkable one for Summit Financial Consulting.  The following is a list of upgrades and accolades:

  • Featured in the October issue of Forbes Magazine!
  • Updated and upgraded our website.
  • Due to increased risk of identity fraud, we appointed Jim Wink to be our information security officer.
  • Installed a state of the art security system in our offices and all file rooms.
  • Installed world class client management software to make sure no client issues, or contacts "fall through the cracks". 
  • Became an "Accreditied Business" with the Better Business Bureau.  We still have zero complaints since inception. 
  • Bonnie Wink became a notary in the State of Michigan. 





INDEX
  • Summit Financial Makeover!
  • Website Renovation!

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