Summit Financial Group, Inc. based in San Diego, was founded in 1974 and operates in the finance and financial services industries. The company prides itself on maintaining the highest standards of integrity and professionalism in its client relationships. Summit Financial Group's experienced professionals are dedicated to providing personalized financial planning and conflict-free guidance to ensure clients' needs always come first. The company was established in 1992 to offer strategic tax planning tailored to individual needs. With a focus on proactive, dedicated advocacy, Summit Financial Group aims to bring clarity and quality information to its clients, enabling them to pursue their financial objectives with confidence.
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