Summit Financial Group
At Summit Financial 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.
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Sentiment Analysis
Excellent organization.
Been working with them for years and won't go anywhere else.
Makes you feel comfortable in asking questions when you just don't understand.
Outstanding service & tax preo
They have always done a good job with my taxes.
Erin is the best over there if you need someone to take care of your taxes and other financial stuff.
My taxes aren't complicated however since I began using Summit I have retired, I volunteer, I've had legal fees and the tax laws have changed.
Quick, efficient, and very helpful throughout the year if you have any questions or requests..
Been with them for more than a decade because they do such a good job with my taxes and financial planning.
But most importantly, they are extremely good at what they do and have helped me make sure I get the maximum returns without risk.
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