Summit Financial Group, Inc. San Diego

Financial ServicesCalifornia, United States2-10 Employees

At Summit Financial Group you'll discover an industry leading team of professionals with a single focus: to be proactive, dedicated advocates bringing clarity of purpose to generations of clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We endeavor to know and understand every financial situation and provide our clients with only the highest quality information, services, and products to help our clients reach their goals.

Summit Financial Group's experienced financial professionals combine skill, technology and discipline to chart and follow a highly individualized course for each client. Each team member is committed to providing the highest level of quality service, proactive advice and conflict-free guidance, assuring our clients' needs always come first.

Summit Financial Group was established in 1992 in response to client requests for strategic tax planning and preparation tailored to the specific needs of each individual taxpayer. Our team of dedicated professionals is focused on enabling our clients to enjoy the benefits of an integrated approach to tax planning. As a strategic partner, we work to anticipate and solve tax issues while providing the professional guidance necessary to obtain clarity that will allow our clients to pursue their objectives with confidence.

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