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November 2023 by Nicole W.
I've been a client for 16 years. The entire staff is knowledgeable and friendly. They have the services and knowledge of a large firm with the feel and comfort only a family business can provide. They make investing comfortable and easy!
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November 2023 by Lydia P.
I've been investing with Summit for over 10 years- I always receive honest and comprehensive financial advice. Summit is a great family run company you can trust.
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November 2023 by Jesse T.
I worked with Kenneth and he was very professional. I was new to investing and he took the time to explain my options. I didn't feel pressured and was very comfortable through the whole process. I would definitely recommend to anyone.
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November 2023 by Mark M.
Top notch financial work!! The Summit team has done a great job providing solid guidance and has always treated me well.
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November 2023 by Brian H.
I've known Ken personally for 28 years and I have invested with Summit from the very beginning. I've always trusted their advice and have referred their services to family and friends throughout the years. I would HIGHLY recommend them if you're looking for the resources of a large firm but want the personal service of a small company that treats you like family.
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November 2021 by Heidi F.
The WORST company! Misled me, gave me incorrect information & made me sick. cant even take my medication. I'm sick! DO NOT EVER USE THIS COMPANY!
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October 2017 by Kenneth Wink
The CPA's and staff are very professional, and the price was very good. Its worth calling just to get a quote.
