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Summit Financial Group

4.5

About this business

This business offers tax preparation and financial planning. 

Location details

9340 Fuerte Dr # 207, La Mesa, CA, 91941, United States

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 12:00 p.m.
SatClosed
SunClosed
4.539 reviews
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Jonathan Rodriguez's profile image
Jonathan Rodriguez 
on Google
2 months ago

Kimberly Kurek has been my personal tax advisor for the past 3 years. I made the mistake of going to TurboTax last year and made a lot of mistakes. Kimberly was extremely honest and diligent. Very professional. She provided services and let me know about financial services I didn’t even know existed! Kimberly has YOUR best interest in mind, she’s insanely intelligent and thorough. I would definitely recommend her services to my friends and family (already have). Great business. Great team. I also worked there three years ago... read more

Marla Peak's profile image
Marla Peak 
on Google
4 months ago
S Elizabeth's profile image
S Elizabeth 
on Google
a year ago

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. 

Terry dow's profile image
Terry dow 
on Google
2 years ago
Jeff Wirtz's profile image
Jeff Wirtz 
on Google
2 years ago
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Frequently asked questions about Summit Financial Group

How is Summit Financial Group rated?

Summit Financial Group has a 4.5 star rating with 39 reviews. 

When is Summit Financial Group open?

Summit Financial Group is open now. It will close at 5:00 p.m.  

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