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Summerfield CPA, PCFinancial advisor in Lewisville, NC

Summerfield CPA, PC is a financial advisor at 6620 Shallowford Rd #400, Lewisville, NC 27023, ranked #20 of 44 financial planners in Lewisville and rated 3.1 from 7 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lewisville, NCUpdated 0 paid placements in any rankingHow we rank

Call (336) 945-9878Website ↗

Key facts

Key facts about Summerfield CPA, PC
Address6620 Shallowford Rd #400, Lewisville, NC 27023Get directions
Phone(336) 945-9878
Websitesummerfieldtax.com
HoursMonday to Friday: 8:30 AM – 5 PM; Saturday: 8:30 AM – 4 PM
Google rating3.1 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Lewisville and 5 towns within 25 miles: Clemmons, Winston-Salem, Kernersville, Lexington and Thomasville.

Based in Lewisville, NCView on map

Opening hours

Opening hours for Summerfield CPA, PC
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
Saturday8:30 AM – 4 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Summerfield CPA, PC

How is Summerfield CPA, PC ranked in Lewisville?

Summerfield CPA, PC is ranked #20 of 44 financial planners in Lewisville by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Summerfield CPA, PC’s hours?

Summerfield CPA, PC is open Monday to Saturday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM; Saturday, 8:30 AM – 4 PM. On Saturdays it is open 8:30 AM to 4 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summerfield CPA, PC serve?

Serves Lewisville and 5 towns within 25 miles: Clemmons, Winston-Salem, Kernersville, Lexington and Thomasville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Summerfield CPA, PC?

Summerfield CPA, PC has a rating of 3.1 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Summerfield CPA, PC?

Call Summerfield CPA, PC on (336) 945-9878. The business is at 6620 Shallowford Rd #400, Lewisville, NC 27023. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Summerfield CPA, PC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summerfield CPA, PC (this business)—643.1 (7)YesNo
Truliant Federal Credit Union Lexington#18654.5 (80)NoNo22.8 mi
Ebert Financial#19644.5 (8)NoNo5.4 mi
Allegacy Financial#21633.2 (52)NoNo4.4 mi

See all 44 ranked financial planners in Lewisville