Idaho Tax & Accounting
2 km
I have worked with David Allen for years. He is competent, knowledgeable, profession...
Reviews
Scott has helped bring my business and personal wealth management into the 21st century. Employee 401K as well. He is a fiduciary which means a lot. He will think of you and your best interests first. Straight shooter and a all around nice guy.
8 years ago (28-11-2017)
Scott has helped me with some of my insurance needs and helped other family members with investing. Once you know what a fiduciary is, you wont use a financial planner who isn't one. Scott is really great to work with, a straight shooter and a pleasure to do business with!
8 years ago (02-11-2017)
When I was diagnosed with breast cancer we were extremely challenged to keep a number of financial balls in the air including personal bills, graduate school debt, medical payments and the costs of owning a small business in it's 2nd year of operation. Scott Summerlin is our superhero. He is incredibly knowledgable about all of the moving pieces within personal finance and was able to help us understand we had assets we didn't know about (such as using a HELOC on our home to pay medical bills). Additionally, Scott and Starlifter helped my parents understand their social security benefit in a timely fashion that resulted in increased payments that they didn't know about. He's a gem and has an expansive understanding of finance.
8 years ago (12-11-2017)
Scott is working with me on some of my insurance needs. He has found me options that double my coverage yet keep my costs low. Thanks Scott
8 years ago (20-11-2017)
Knowledge, Integrity and a sense of Humor. Two of those are critical characteristics in the person to whom you're entrusting your finances, and Scott has both in droves. Seriously. The third is just a nice to have and Scott thinks he has that one too.