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Reviews for Summit Tax and Wealth Advisory
Add your commentSummit Tax and Wealth Advisory
1276 Jungermann Rd Suite A, St Peters
Directions Call Website Suggest an Edit1276 Jungermann Rd Suite A, St Peters
Directions Call Website Suggest an Edit
I had my second appointment with Summit Tax and Wealth today. They are helping me with my retirement planning. I cannot express how awesome the service is. Keith and Rachael are so knowledgeable and you can tell they have their clients best interest at heart. I was so impressed with all the options they were able to offer me and they explained everything in detail and made sure I understood. Keith and Rachael are so friendly & personable as well as the rest of the staff at the Fenton location. I look forward to my future appointments with them.
I recently started a small business after over 20 years since operating my own business before, having since, then just worked for other companies directly in my field. I talked to Andy in this office, and he helped me with how the tax laws have changed since I was in business before. You can be confident if you use this company that they are proficient in tax law. I know it makes me feel comfortable using them.
I used to go to ***** *** ******* for years and then Summit Tax bought them out and something rare happened. A company that I was happy with even got better. this is an excellent Tax service company for a small business. They really know the tax business. **** *******, small business owner.