At Summit Financial Group you'll discover an industry leading team of professionals with a single focus: to be proactive, dedicated advocates bringing clarity of purpose to generations of clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Summit Financial Group's experienced financial professionals combine skill, technology and discipline to chart and follow a highly individualized course for each client. Each team member is committed to providing the highest level of quality service, proactive advice and conflict-free guidance, assuring our clients' needs always come first.
Website: summitfinancial1.com
Phone: (619) 698-9760
Closed now
- Fri 8:30 AM - 12:00 PM
9340 Fuerte Dr, Ste 207 La Mesa, CA 91941 ·2147.31 mi
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Reviews
yelpHave been dealing with Summit Financial for decades, they have always treated me well, and given me great advice as well as done excellent on my tax prep needs. They also have been able to help...
MoreComplete crooks! For the last few years, Summit has convinced us to itemize our returns, then charged us 400 plus after having to pay fed and state each year. I did our taxes this year using...
MoreStill not getting 2020 tax refund. Signed over Power of Attorney two times to two different tax preparers at Summit. Still no refund received from the 2020 tax return that Summit prepared and...
MoreUsed them for years, always on top of things and very professional. I see Michelle M., but have no doubt that they are all good there. Great at what they do. They also do an annual food drive, a...
MoreDella is the absolute best there is! She has been doing my taxes for nearly 20 years! If I hit the lotto, she is my first call!!!
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