Christi Graham I highly recommend Precise Financial Services for all your financial needs. I’ve come to her to get my 2018 and 2019 federal and state tax returns completed, and both times I’ve been satisfied. Sommer was not only very professional but also she was very knowledgeable in the field. She works hard to get you the maximum amount of money for your refund. She communicates promptly about your taxes and the status or any changes to them. I’ve dealt with many tax preparers in the past and I’m glad I finally found someone I can trust!!!!!
Sharon Lucas All I can say is Becky Pederson is fantastic. She gives you all the time you need and is incredibly informative. I look forward to working with her again.
Mike Lawson Ive had Mark managing a portfolio of mine and in addition to the growth of my investments I was most impressed by Marks eagerness to communicate.
Gerald P Scam company that should not be on lending tree. I was approved on their website but when I called I wasnt approved anymore. Do not recommend. Garbage company.
Allan Professional services and friendly support staff. Ken is responsive and attentive to individualized financial planning. Highly recommend Summit Financial.
Daniel Broderick Doug is responsive, competent, and educational. He knows what he’s doing and is a trustworthy financial advisor. He has been helping us grow and manage our financial assets since day one and is not afraid to have a real conversation with us about all the shifts that take place in the market.
