Summit Financial Group 

CONNECT

Address:

9340 Fuerte Dr Ste 207
La Mesa, CA 91941-4164

Phone:

619.698.9760, 888.565.9760

Fax/Other:

619.698.9767

About Summit Financial Group

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. Before forming Summit Financial Group, the principals of the firm, David Taddeo, Della Taddeo, and the late Mary Olmstead, gained decades of experience as independent tax and financial advisors.

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 you to pursue your objectives with confidence.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck