IB T.
7/23/2022
Used 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...
Summit Financial Group
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9340 Fuerte Dr Ste 207
La Mesa, CA 91941
Summit Financial Group, located in La Mesa, CA, has been dedicated to helping clients create, manage, and preserve their wealth since 1974. The firm prides itself on its industry-leading team of professionals who provide proactive, conflict-free guidance tailored to the unique financial situations of each client.
With a commitment to integrity and professionalism, Summit Financial combines skill, technology, and discipline to deliver high-quality information, services, and products. Their experienced financial consultants work closely with clients to ensure their needs come first, offering a range of tools and resources to assist in achieving financial goals.
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Reviews
3.522 reviews
Joseph V.
3/18/2024
Complete 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...
T K.
2/1/2024
Still 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...
Heidi H.
2/9/2023
Della 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!!!
Christopher K.
5/23/2023
I have been using Michelle to prepare our personal taxes as well as two corporate returns for a few years. The communication is terrible, she never responds to any emails or phone calls. This year...
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