Summit Financial Group Fuerte Dr, La Mesa
9340 Fuerte Dr # 207, La Mesa, CA 91941, United States
http://www.summitfinancial1.com/
- SundayClosed
- Monday8:30AM–5PM
- Tuesday8:30AM–5PM
- Wednesday8:30AM–5PM
- Thursday8:30AM–5PM
- Friday8:30AM–12PM
- SaturdayClosed

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Services
- Business Tax Services
- Income Tax Return Filing
- Income Tax Return Preparation
- Tax Accounting
- Tax Planning
- Tax Problem Consulting
- Advisory Services
- Auto Insurance
- Cash Management
- Child Tax Credit
- College Funding
- Corporation Tax Prep
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Reviews
V
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.
S
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!
M
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.
K
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.
K
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!
S
Been working with them for years and won't go anywhere else. Della is an amazing tax advisor.
K
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.
M
Della is just a true gem. She knows her business. Makes you feel comfortable in asking questions when you just don't understand.
J
They have always done a good job with my taxes. I recommend them.
C
Been with them for more than a decade because they do such a good job with my taxes and financial planning.
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FAQs
1. How to Make Contact with Summit Financial Group?
You can contact them at +1 619-698-9760 or go to their homepage and submit your application form.3. What Kind of Services Are Available at Summit Financial Group?
You will be provided with the following services from Summit Financial Group. '- Business tax services
- Income tax return filing
- Income tax return preparation
- Tax accounting
- Tax planning
5. Is Summit Financial Group an Agency or a Lender?
Summit Financial Group is a Tax preparation service offering different ways to financial stress. You can also get personal loans with low interest rates for unexpected financial events with our platform.
2. What Is The Office Address of Summit Financial Group?
Their office is located at 9340 Fuerte Dr # 207, La Mesa, CA 91941, United States. Try out Maps apps to get directions to Summit Financial Group.4. How to Secure a Loan from Summit Financial Group?
To get loans from Summit Financial Group, you can submit your application form on their website or visit their physical store. You are likely to drive your vehicle there when getting auto title loans. Enter our website to learn more about auto title loans.6. How Should I Do When I Could Not Repay My Loan?
Loan defaults can even lead to seizure of assets or wages. Make Contact with your lender when you fail to pay back the loan.7. Does Summit Financial Group Offer Loans for People Who Have Bad Credit?
Yes. You can get loans with Summit Financial Group even with poor credit. It is also available to get online installment loans regardless of your credit scores with our platform.