Summit Financial Group - La Mesa, California

Address: 9340 Fuerte Dr # 207, La Mesa, CA 91941, United States.
Phone: 6196989760.
Website: summitfinancial1.com
Specialties: Tax preparation service.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Appointment required, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.4/5.

📌 Location of Summit Financial Group

☎️6196989760

⏰ Open Hours of Summit Financial Group

Monday: 8:30 a.m.–5 p.m.
Tuesday: 8:30 a.m.–5 p.m.
Wednesday: 8:30 a.m.–5 p.m.
Thursday: 8:30 a.m.–5 p.m.
Friday: 8:30 a.m.–12 p.m.
Saturday: Closed
Sunday: Closed

The Summit Financial Group, located at 9340 Fuerte Dr # 207, La Mesa, CA 91941, United States, is a reputable financial institution that specializes in tax preparation services. With a phone number of 6196989760, their website can be accessed at summitfinancial1.com. This establishment is dedicated to providing high-quality financial solutions to its clients.

One of the standout features of Summit Financial Group is their commitment to accessibility. They offer a wheelchair-accessible entrance and parking lot, ensuring that all clients can easily access their services. It is recommended to make an appointment, as their team is more than happy to assist clients in finding the best solutions for their unique financial needs.

Upon examining the company's online presence, it becomes evident that Summit Financial Group has garnered a strong reputation within the community. With a total of 19 reviews on Google My Business, the average opinion of their services stands at a impressive 4.4 out of 5 stars. These glowing reviews attest to their dedication to customer satisfaction and their expertise in the field of financial planning.

👍 Reviews of Summit Financial Group

Summit Financial Group - La Mesa, California

S E.

1/5

Terrible communication, showed up for two appointments rushed us out the door without letting us have our second appointment. Prices are outrageous and was a complete headache since we didn’t get our second appointment. Had to have multiple phone calls which were extremely inconvenient. I highly recommend you take your business elsewhere.

Oh and don’t ask to get a printed copy…they’ll charge you $50 for that. Might as well get yourself a whole cartridge of ink for that.

Viri C.

1/5

I had been referred here, they seem to have missed credits. Erin could not finalize my taxes on the same day, once she had my taxes done she did not send me a copy. i had to request them twice via email. this year as i tried to make an appointment with someone else, the receptionist said she had to speak with Erin first.. I am the customer and if i want to make an appointment with a different person i should be able to. I didn't get the "trust" factor. Considering this is a very important transaction I should feel a sense of trust with the tax advisor. Not everyone is meticulous in there job.. needless to say i will be going elsewhere.

MK's D. &. D. D.

5/5

I have been going to Summit Financial for my taxes since 2006 - and I have never had a bad experience. In fact, I have never had anything but an outstanding experience. I am treated like family and even though I only usually talk to them once a year, they always remember me and are very cordial.

But most importantly, they are extremely good at what they do and have helped me make sure I get the maximum returns without risk. I would highly recommend Summit, especially Della or Michelle, both have done my taxes with excellent results.

S. S.

5/5

Erin is the best over there if you need someone to take care of your taxes and other financial stuff. She is super cool and very knowledgeable so in the long run she’ll save you hundreds of thousands. Highly recommended!

Ken D.

5/5

I've been coming here to have my taxes done since 2011. 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. Keeping up with those dynamics can be frustrating. Having a professional safeguards me from mistakes or a possible audit. I'm very satisfied with Summit.

Kevin B.

5/5

Erin makes tax time a very easy process. Quick, efficient, and very helpful throughout the year if you have any questions or requests.. Very glad I found this place!

Ken H.

2/5

Good people but just won't get back to you in a timely manner. Michelle prepares my taxes and just will not respond to emails. I will not be using them anymore.

SoCal S.

5/5

Been working with them for years and won't go anywhere else. Della is an amazing tax advisor.