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Sherri Banta GroupFinancial advisor in San Luis Obispo, CA

Sherri Banta Group is a financial advisor at 501 Shell Beach Rd Ste E, Pismo Beach, CA 93449, ranked #4 of 34 financial advisors in San Luis Obispo and rated 5.0 from 16 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.

San Luis Obispo, CAUpdated 0 paid placements in any rankingHow we rank

Call (805) 471-1841Website ↗

Key facts

Key facts about Sherri Banta Group
Address501 Shell Beach Rd Ste E, Pismo Beach, CA 93449, San Luis Obispo, CAGet directions
Phone(805) 471-1841
Websitesherribantagroup.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 16 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Luis Obispo and 8 towns within 25 miles: Grover Beach, Arroyo Grande, Nipomo, Los Osos, Morro Bay, Santa Maria, Atascadero and Orcutt.

Based in San Luis Obispo, CAView on map

Opening hours

Opening hours for Sherri Banta 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 Sherri Banta Group

How is Sherri Banta Group ranked in San Luis Obispo?

Sherri Banta Group is ranked #4 of 34 financial advisors in San Luis Obispo by RFA Score, with 66 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 Sherri Banta Group’s hours?

Sherri Banta 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 Sherri Banta Group serve?

Serves San Luis Obispo and 8 towns within 25 miles: Grover Beach, Arroyo Grande, Nipomo, Los Osos, Morro Bay, Santa Maria, Atascadero and Orcutt. 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 Sherri Banta Group?

Sherri Banta Group has a rating of 5.0 from 16 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 Sherri Banta Group?

Call Sherri Banta Group on (805) 471-1841. The business is at 501 Shell Beach Rd Ste E, Pismo Beach, CA 93449, San Luis Obispo, CA. 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

Sherri Banta Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Sherri Banta Group (this business)—665.0 (16)NoNo
Edward Jones - Financial Advisor: Joe Boche#2695.0 (26)NoNo8.8 mi
Sound Financial & Insurance Solutions, Inc.#3674.8 (22)NoNo8.7 mi
Mustang Private Wealth#5665.0 (15)NoNo6.4 mi

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