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Summit Financial Group, Inc.

  • Financial Services
  • Loveland, OH
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About this business

FinanceFinancial Services

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

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
4.914 reviews
Rick O'Brien's profile image
Rick O'Brien 
a month ago

We have been with Scott Moffit for 25 years or more and have had NOTHING but stellar service from him and this company.I highly disagree with any negative responses that have been made. Everyone is entitled to their own opinion, but I feel these accusations are unfair. They have done a wonderful job for us over the years and I would avoid the naysayers, not the company. 

L Kaiser's profile image
L Kaiser 
a year ago

We have been utilizing the financial services offered by Summit Financial Group, Inc since 1999 and are very happy with the outcome of our investments and with all the staff who have helped us along the way. Even with moving to two other states we have remained with Scott Moffitt and his team. We are not financial industry wizards and we really appreciates Scott's ability to explain everything in a very understandable way. We recommend Summit Financial Group, Inc for all your financial services need. They are a very trus... read more

Kelly Cook's profile image
Kelly Cook 
a year ago

We have been with Summit for around 7 or 8 years now. Scott is easily accessible via email or a meeting if needed. They direct most of our investment strategies including retirement, 401k & annuities. In short, they do a great job and our investment values reflect same. The piece of mind and relaxation that comes from knowing your investments are producing as much as possible far outweighs the cost of the services. 

Ernest Lindlar's profile image
Ernest Lindlar 
a year ago

Scott is a caring, honest family man who does wonderful things for his clients. I met Scott many years ago, and have been a client ever since, and watched his agency grow from a small office in Blue Ash to the beautiful Loveland facility he has now. His staff is knowledgeable and easy to work with (ask for Terri - she is a delight), and both my wife and I have our IRA accounts with Scott at Summit. We have also referred friends to this agency and have received very complimentary feedback. Excellent!! 

Kyle Bohannon's profile image
Kyle Bohannon 
a year ago

Awful experience! Our previous accountant retired and sold to Summit. Since then, in back to back years, they have screwed up our taxes, by not filing on time, even though they had all of the information. We have then owed money to the IRS because of Summit's error, and the best Summit can do, is give us a 'credit' on our next year's tax prep fee. As if we are going to use them again. To top it off, they never return phone calls. DO NOT USE SUMMIT 

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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.