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SummitStone Financial GroupFinancial advisor in Laguna Hills, CA

SummitStone Financial Group is a financial advisor at 23046 Avenida De La Carlota #600, Laguna Hills, CA 92653, rated 5.0 from 1 Google review. 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.

Laguna Hills, CA0 paid placements in any rankingHow we rank

Call (949) 218-3900Website ↗

Key facts

Key facts about SummitStone Financial Group
Address23046 Avenida De La Carlota #600, Laguna Hills, CA 92653Get directions
Phone(949) 218-3900
Websitesummitstonefg.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial Plannersadditional Google category

Service area

Serves Laguna Hills and 11 towns within 25 miles: Laguna Woods, Lake Forest, Mission Viejo, Aliso Viejo, Foothill Ranch, Ladera Ranch, Irvine, Laguna Beach, Rancho Santa Margarita, Laguna Niguel and Coto De Caza.

Based in Laguna Hills, CAView on map

Opening hours

Opening hours for SummitStone Financial Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about SummitStone Financial Group

What are SummitStone Financial Group’s hours?

SummitStone Financial Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 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 SummitStone Financial Group serve?

Serves Laguna Hills and 11 towns within 25 miles: Laguna Woods, Lake Forest, Mission Viejo, Aliso Viejo, Foothill Ranch, Ladera Ranch, Irvine, Laguna Beach, Rancho Santa Margarita, Laguna Niguel and Coto De Caza. 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 SummitStone Financial Group?

SummitStone Financial Group has a rating of 5.0 from 1 Google review. 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 SummitStone Financial Group?

Call SummitStone Financial Group on (949) 218-3900. The business is at 23046 Avenida De La Carlota #600, Laguna Hills, CA 92653. 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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