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Summit Financial ServicesFinancial advisor in Bakersfield, CA

Summit Financial Services is a financial advisor at 5100 California Ave Ste 123, Bakersfield, CA 93309, ranked #18 of 38 financial advisors in Bakersfield and rated 5.0 from 4 Google reviews. Open Monday to Friday.

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.

Bakersfield, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Summit Financial Services
Address5100 California Ave Ste 123, Bakersfield, CA 93309Get directions
Phone(661) 615-1111
Websitegotosummitfinancial.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Bakersfield and 7 towns within 25 miles: Oildale, Rosedale, Lamont, Shafter, Arvin, Wasco and McFarland.

Based in Bakersfield, CAView on map

Opening hours

Opening hours for Summit Financial Services
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Summit Financial Services

How is Summit Financial Services ranked in Bakersfield?

Summit Financial Services is ranked #18 of 38 financial advisors in Bakersfield by RFA Score, with 65 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 Summit Financial Services’ hours?

Summit Financial Services is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summit Financial Services serve?

Serves Bakersfield and 7 towns within 25 miles: Oildale, Rosedale, Lamont, Shafter, Arvin, Wasco and McFarland. 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 Summit Financial Services?

Summit Financial Services has a rating of 5.0 from 4 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 Summit Financial Services?

Call Summit Financial Services on (661) 615-1111. The business is at 5100 California Ave Ste 123, Bakersfield, CA 93309. 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

Summit Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summit Financial Services (this business)—655.0 (4)NoNo
Edward Jones - Financial Advisor: Glenn O Allen, CFP®|CEPA®|AAMS®#16665.0 (5)NoNo7.7 mi
Strata Credit Union#17653.4 (90)NoNo2.3 mi
Charles Schwab#19653.4 (10)NoNo0.4 mi

See all 38 ranked financial advisors in Bakersfield