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 car park, Wheelchair-accessible entrance, 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 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–12 pm
Saturday: Closed
Sunday: Closed

Summit Financial Group: Your Trusted Financial Partner

Located at 9340 Fuerte Dr # 207, La Mesa, CA 91941, United States, Summit Financial Group stands out as a reliable service provider, particularly known for its tax preparation service. With a phone number accessible at 619-698-9760, and an online presence through their website summitfinancial1.com, the company is well-equipped to serve its clientele both online and offline.

For those seeking financial assistance, Summit Financial Group offers invaluable services tailored to meet individual needs. The company's specialization in tax preparation service means they are equipped to handle even the most complex tax situations, providing peace of mind to their clients. Their accessibility features include a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that everyone can receive the help they need without barriers.

It's important to note that an appointment is required when visiting Summit Financial Group, and they recommend scheduling these in advance. This structured approach not only helps the company manage their workload efficiently but also ensures that clients can receive personalized attention from their team of experts.

Customers have left 19 reviews on Google My Business, resulting in an average opinion of 4.4/5. This high rating reflects the company's commitment to quality service and customer satisfaction. The positive feedback underscores the professionalism and competence of Summit Financial Group's team, making them a reputable choice for financial advice and tax preparation.

For anyone considering financial guidance, especially regarding tax matters, Summit Financial Group offers a promising solution. Their expertise, coupled with the convenience of wheelchair accessibility and the assurance of a dedicated appointment process, makes them a standout choice in La Mesa.

👍 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.