Reviews for Summit Tax and Wealth Advisory

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  • Aug 2024

    Summit Tax and Wealth Advisory is a locally owned and operated full-service bookkeeping, tax, and wealth advisory firm serving the Saint Louis metro area. Their goal is to alleviate financial stress, allowing clients to focus on what matters most. With knowledgeable and client-focused professionals, such as Keith and Rachael, clients can expect personalized attention and detailed explanations of their options. The firm's expertise in tax law, as demonstrated by Andy, provides confidence for clients. Additionally, the company's ability to improve upon an already great service, as shown by the transition from a previous business, sets them apart as an excellent choice for small businesses.

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Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed