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Summit Financial Group, Inc.
- Financial Services
- Loveland, OH
About this business
About Summit Financial Group, Inc. Summit Financial Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our tea... read more
Location details
101 Commerce Boulevard, Loveland, OH, 45140, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My husband and I have been clients of Summit Financial Group, Inc. for over 15 years and are thoroughly satisfied with their services. Over the years, we’ve utilized several of their offerings, including financial planning, income tax services, and retirement planning. Scott Moffitt and his team have consistently provided us with sound financial planning advice and have handled our yearly income tax preparation with care and professionalism. They are extremely thorough in explaining our financial options and always take the... read more
We’ve been working with Scott Moffitt, Terri Scott and the Summit Financial Group for our retirement planning and tax services for many years. We have been very happy with the ease of communications and quick responses to any of our questions. Scott and his team are professional, knowledgeable, and easy to work with. We are very confident in Scott and his team to see us through the retirement years. We highly recommend Summit Financial Group for your financial services.
I've had a fantastic experience working with Summit Financial Group, Inc. They manage both my investments and my father's, and their exceptional service truly stands out. The entire staff is knowledgeable, caring, and genuinely attentive to our needs, making us feel confident and secure about our financial decisions. I highly recommend Summit Financial Group to anyone looking for personalized, thoughtful investment guidance.
We began working with Scott Moffitt shortly after moving to Cincinnati nearly 30 years ago. Over that time Scott and his team have built Summit Financial Group and grown our investments enabling us to raise our daughters, pay for their college educations and marriages, and even take advantage of an early retirement offer. Summit is a business that makes us feel like "family," with consistently personal and prompt responses to our needs. We continue to rely on Scott and the Summit team for our financial security as we live ou... read more
We started our financial journey with Scott and the Summit Group over 25 years ago when we moved to Cincinnati. From the financial education to their willingness to assist us with family matters, we have the utmost trust in their ability. And now in retirement, trust them to help us manage our future.
Frequently asked questions about Summit Financial Group, Inc.
How is Summit Financial Group, Inc. rated?
Summit Financial Group, Inc. has a 4.9 star rating with 14 reviews.
When is Summit Financial Group, Inc. open?
Summit Financial Group, Inc. is open now. It will close at 5:00 p.m.