Summit Financial Education Reviews 14,426

TrustScore 5 out of 5

4.8

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers appreciate the user-friendly experience and the clarity of the information provided. Many consumers found the courses informative and easy to understand, highlighting that the content is presented in a way that is accessible even to those with limited prior knowledge. People also valued the practical advice and useful tips for budgeting and financial planning. Consumers consistently praised the staff for their helpfulness, professionalism, and kindness. Reviewers felt supported throughout the process, with many appreciating the prompt and efficient customer service. The company's commitment to helping people and providing thorough explanations was also a recurring theme in the feedback. The quick response times and ease of obtaining certificates were additional points of satisfaction for many.

Based on these reviews

Rated 5 out of 5 stars

It was easy to use and it explained everything precisely. Lots of good tips and information. Although my life experiences are quite different. My husband passed at the end of June and the military t... See more

Rated 5 out of 5 stars

I figured that it would be another boring online course; however, my wife and I actually learned something from it, things that we can use moving forward. Also, the person who we spoke with after the... See more

Rated 5 out of 5 stars

Summit is an outstanding way to learn and achieve budgeting process, wether it be a small business or family budget. With their online program, the process is straight forward and easy to use. Durin... See more

Rated 5 out of 5 stars

Very satisfied customer summit has been God Send to me breathing again n being a lot more stress free also have been so helpful walking me thru the process. Amazing!!! Staff. Highly recommend this co.... See more

Rated 5 out of 5 stars

I was a little apprehensive going into it but I was worried for nothing. The online portion was really a budget breakdown tool. This made it easy to see how your income was spent every month and pro... See more

Rated 5 out of 5 stars

Using summit was not only very knowledgeable and helpful but they made it very easy to communicate through email and everything was done in a timely manner. They gave me some great helpful tips.

Rated 5 out of 5 stars

You learn from trial and error. This was a good teaching aid help you to keep in mind your needs to be your priority and your wants should be what you save up for so we all should live with a plan in... See more

Rated 5 out of 5 stars

Course was quick,easy and informative. Second part of course, I chose email and representative gave good advice to help me keep my finances in control. They sent my certificate to my email within m... See more

Rated 5 out of 5 stars

It was laid out fairly easy for folks like me (un-educated) Lol, but seriously it was understandable. Outstanding job everyone. Your obviously committed to actually helping people and not just taki... See more

Rated 5 out of 5 stars

It went into detail about the Verri things I needed to know it covered a lot of information that I was unaware of. Also, the person I spoke to was very helpful as well. She did a great job explaining... See more

Rated 5 out of 5 stars

This experience was eye opening. I t brought to my attention things I was not paying attention to when doing my budget and what I was doing long term to cause my issues. They gave great insights to th... See more

Rated 4 out of 5 stars

Waiting to talk to the person for counseling was weird, considering she didn't speak much. I thought she would give me some pointers, but I was expecting. Some of the spending cuts are outdated sugges... See more

Rated 5 out of 5 stars

very helpful help with the whole process, I highly recommend them to anybody looking to file bankruptcy they care about your case and help every step of the way, they happily answer any questions. 5 s... See more

Rated 1 out of 5 stars

2 hours no pain medication or diagnosis. Then released and despite being disabled no wheel chair to lobby massive headache with blinding lights unable to see from white outs. Total was 28,000. For 2 h... See more

Rated 5 out of 5 stars

It was a good experience to get the financial help showing to be able to save and break down monthly expenses with things. Only down side is the second course is a little longer than the 2 hours it st... See more

Rated 5 out of 5 stars

They helped me and my husband with understanding a lot of what creditors do and just gave us the knowledge for us to know what to do and how to deal with them. And also how to just budget our finances... See more

Rated 5 out of 5 stars

At first i thought it would be overwhelming, but as I went from one page to another it was doable for me. It was time consuming for me because I didn't want to make an error; but, after I started to r... See more

Rated 5 out of 5 stars

Your representatives were very kind and understanding. They gave lots of good information in a thoughtful manner. Great turn around time once this old lady figured out how responses worked or were... See more

Rated 5 out of 5 stars

Very easy to access. Information is helpful and the counselors are well-informed. They helped me to see where the bulk of my budget is spent and how to reduce costs/expenditure in specific areas.

Rated 5 out of 5 stars

At 82 I need reasonably easy instructions to follow. The financial information provided with explanations that follow is great. I was not looking forward to reading things that I would not understan... See more

Rated 1 out of 5 stars

It's not counseling at all. It's fill in a bunch of numbers and answer questions that your attorney has already collected from you. I learned nothing! You'd be way better off taking a Dave Ramsey cour... See more

Rated 3 out of 5 stars

I did not feel prepared to answer the questions. I would have preferred to sit at a desk with a lawyer with a computer to answer the questions. So for the "counseling" section, we had questions which... See more

Rated 4 out of 5 stars

It was basically good; however, there is a glitch in the Rent Amt field. The software interprets the amount to be a mortgage payment on the Review page. I double-checked my info and entered it again,... See more

Rated 5 out of 5 stars

It was easy to follow along with the course. I understood the point well and the information being presented to me. I liked that they focused on points many people tend to have issues. I did like that... See more

Rated 5 out of 5 stars

The class was informative, although only one section had new info, but it was a good refresher and the info that was new was very helpful. The class takes MUCH longer than I expected -- about two hour... See more

Rated 5 out of 5 stars

It was easy to register online. I was able to complete it @ 2:30am. The phone call portion didn’t take too long. I got my certificate in my email immediately after ending my call. Certificate was also... See more

Rated 5 out of 5 stars

The information was very helpful. Learning about different types of bankruptcy was helpful in making a decision. The financial counselor spoke clearly. She explained everything very well.

Rated 5 out of 5 stars

Experience was good. Very satisfied with how fast we received our certificates. We went with the phone interview and had the certificate the same day. Thank you.

Rated 5 out of 5 stars

Very user friendly interface, the information didn't feel like an overload. Very simple to the point and the counseling by email was not had and didn't even take Very long as expected!!

Rated 5 out of 5 stars

Instructors worked late on a Friday night as soon as I signed up I was anticipating it would be the next work day Quick, interactive and efficient With near immediate responses and moves to the... See more

Rated 5 out of 5 stars

Everything was good specially the step by step course preparation but I get confused With some questions such as How much collection debt? How much lawsuits debt otherwise everything else was okay... See more

Rated 5 out of 5 stars

The online course was easier than I had expected. My husband and I got thru it fairly quickly as the prompts were easy to understand and there were no judgments hidden into the questions which I appre... See more

Rated 4 out of 5 stars

I chose the email version very quick response. To no fault of the process it did take me longer because of my lack of knowledge on many questions, but customer service was quickly available and helped... See more

Rated 5 out of 5 stars

The information was clear and helpful, and I learned several useful things that I can apply to my situation. The advisor was also very thorough in his explanations. Overall, it was a worthwhile experi... See more

Rated 5 out of 5 stars

The directions were clear and the representative I had by phone was professional and easy to talk with. This process of bankruptcy is stressful and this part was not bad at all. I learn some great "... See more

Rated 5 out of 5 stars

I was real anxious about taking this course. Did not know what to expect. It was actually very informal and a great learning experience! Is not hard at all and doesn’t take much time. Great price for... See more

Rated 5 out of 5 stars

I greatly appreciated the clear speaking of the person giving me this counseling . She was respectful when I would ask to repeat so I can understand better . To me she made it worth this valuable info... See more

Rated 5 out of 5 stars

Program was very informative and site was easy to navigate and understand. Liked the option of email, chat or phone. Opted for the email and it was very prompt and efficient. Would definitely recommen... See more

Rated 5 out of 5 stars

They are very thorough, make it easy to understand and answer any questions you have. And the phone interview is worth the extra money since it didn't take very long.

Rated 5 out of 5 stars

Great material and the learning setup is very effective. The way the teaching material has been structured I am learning and retaining what I’ve learned. I feel confident that I will pass the Real Est... See more

Rated 5 out of 5 stars

The credit counseling course was incredibly helpful. It provided clear, practical advice that I could apply right away. I now feel more confident in managing my finances and making smart credit deci... See more

Rated 5 out of 5 stars

I really appreciate how accessible this online bankruptcy financial education course is. The resources, including budgeting tools and guidance on the 50/20/30 rule, are very helpful for planning a bet... See more

Rated 5 out of 5 stars

Viewing the financial counseling on line in my home was convenient and helped me to concentrate on the things I need to know. The program presents very clear information for those of us who need to un... See more

Rated 5 out of 5 stars

Experience was really good but I didn’t get my completion certificate for April 25 of 2025. I have my email also on file so it’s Joe Salazar1@icloud. Com and also you didn’t send it to my Attorney so... See more

Rated 1 out of 5 stars

Unhelpful information. I already knew everything it went over for my finances and it didn't offer any helpful information. Said the solution was for me to spend $0 on food and housing.

Rated 5 out of 5 stars

The course was very simple to understand and if there was any questions we could call at any time and get assistance. Super friendly staff and very considerate of our situation.

Rated 5 out of 5 stars

The way a budget and tips on spending were made clear. Also, signing up for the program was made easy, and took a lot of stress off of me. Giving me more confidence that I won't put myself in such a p... See more

Rated 5 out of 5 stars

The course was very insightful. My husband and I did it together and we were able to do it together in one setting. We chose the telephone option and had a great experience.


Company details

  1. Coaching Center
  2. Association or Organization

Written by the company

Summit Financial Education is a non-profit corporation providing comprehensive credit counseling and personal financial management education services to people in financial distress and those going through bankruptcy. We deliver reliable and cost-effective services that enable individuals to regain a sense of financial well-being. Summit Financial Education is approved* by the United States Trustees to provide both pre-filing credit counseling and post-filing debtor education services.


Contact info

4.8

Excellent

TrustScore 5 out of 5

14K reviews

5-star
4-star
3-star
2-star
1-star

Hasn’t replied to negative reviews

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.

Learn more about other kinds of reviews.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look