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Summit Financial Group 

9340 Fuerte Dr Ste 207
La Mesa, CA 91941-4164
Phone:
  • 619.698.9760
  • 888.565.9760
Fax:
  • 619.698.9767

Contact Us

Please feel free to contact us with any questions.

Contact Us

Financial Planning

Visit our sister site to learn about our comprehensive financial planning services

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Helping clients create, manage, and protect their wealth since 1974.

Welcome to

Summit Financial Group

 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 you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your 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.