Cancel

    Open app

    Search

    Summit Financial

    4.0 (3 reviews)

    Summit Financial Photos

    You might also consider

    Recommended Reviews - Summit Financial

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    12 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Jeff H.
    262
    5
    0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    I got a mortgage loan through them but I could get better rate and less fee from other places. I am not satisfied with their results.

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    You might also consider

    Verify this business for free

    People searched for Financial Advising 182 times last month within 15 miles of this business.

    Verify this business

    Wayne Long & Co. CPA's

    Wayne Long & Co. CPA's

    (4 reviews)

    As a business owner I expect that the accounting firm should act in a professional manner. After…read moreselling his practice to an out of state group his office is refusing to provide his clients records. Very unprofessional behavior which has forced my company to file a complaint with the state cpa board ....avoid this company and the subsequent group that purchased his practice

    We switched to Wayne Long's firm in November 2020 after being at another firm for many, many years…read more At first my only gripe I had with the firm was asking for the previous month's billing sheets was never available until the 15th of the month after they were invoiced..... I will not pay off an invoice if it is not itemized. And if you use them to invoice with, how are they not available upon mailing of said invoice? Fast forward to the end of September 2021, for our first ever tax planning meeting at Wayne Long's office. Wayne didn't come to our meeting prepared to discuss any of our companies but instead rather tell me, our CEO and his wife, stories on how his other clients were doing, for two hours. Shortly after this meeting is when our CEO started noticing other projects were taking long to get done by Wayne. So, we looked for another CPA. We gave them two entities that have a 09/30 fiscal year end to do with all the documentation by the end of October and they had to file an extension as they didn't even start looking at our stuff until after the New Year. Questions were not asked of me of the data provided until January and we were never supplied with a list of documents that they require to do our entity for the first time. We didn't even get an engagement letter to sign until February 8th, 2022, even though they had it dated October 18th, 2021. We kept asking for our tax returns over and over, with excuses that they are still working on them, week after week. We finally got them at the end of February. Now comes to the biggest gripe, the pettiness of Wayne Long after learning of our companies will be leaving his office. We let them know the morning of March 7th, 2022 that we were moving CPAs and introduced the new CPAs in an email to him. Several emails to them asking them to give the necessary tax schedules, workpapers to our new CPAs - either go unanswered or given the message that they are swamped and will get to it at the end of the week. Mean while our new CPAs are just as busy as they are but have time to write an email to get this response. Then have to write other emails to remind them after they do not give the information when they said they would. Get to March 29th, 2022, when the new CPA emailed again asking for answers to questions that were asked of two easy entities numerous times over, gets an email back from Wayne Long mocking him and belittling him. I have this email for proof, as I was cc'd on it. I have never worked with an CPA before that acted like this and will avoid working with someone like him going forward.

    Summit Financial - financialadvising - Updated May 2026

    Loading...
    Loading...
    Loading...