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Sound Financial & Insurance Solutions, Inc.Financial advisor in San Luis Obispo, CA

Sound Financial & Insurance Solutions, Inc. is a financial advisor at 1177 Marsh St Suite #200, San Luis Obispo, CA 93401, ranked #3 of 34 financial advisors in San Luis Obispo and rated 4.8 from 22 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) 452-5327Website ↗

Key facts

Key facts about Sound Financial & Insurance Solutions, Inc.
Address1177 Marsh St Suite #200, San Luis Obispo, CA 93401Get directions
Phone(805) 452-5327
Websitesound-fis.com
HoursMonday to Friday: 9 AM – 6 PM
Google rating4.8 from 22 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Luis Obispo and 7 towns within 25 miles: Los Osos, Grover Beach, Arroyo Grande, Morro Bay, Atascadero, Nipomo and Paso Robles.

Based in San Luis Obispo, CAView on map

Opening hours

Opening hours for Sound Financial & Insurance Solutions, Inc.
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Sound Financial & Insurance Solutions, Inc.

How is Sound Financial & Insurance Solutions, Inc. ranked in San Luis Obispo?

Sound Financial & Insurance Solutions, Inc. is ranked #3 of 34 financial advisors in San Luis Obispo by RFA Score, with 67 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 Sound Financial & Insurance Solutions, Inc.’s hours?

Sound Financial & Insurance Solutions, Inc. is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Sound Financial & Insurance Solutions, Inc. serve?

Serves San Luis Obispo and 7 towns within 25 miles: Los Osos, Grover Beach, Arroyo Grande, Morro Bay, Atascadero, Nipomo and Paso Robles. 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 Sound Financial & Insurance Solutions, Inc.?

Sound Financial & Insurance Solutions, Inc. has a rating of 4.8 from 22 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 Sound Financial & Insurance Solutions, Inc.?

Call Sound Financial & Insurance Solutions, Inc. on (805) 452-5327. The business is at 1177 Marsh St Suite #200, San Luis Obispo, CA 93401. 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

Sound Financial & Insurance Solutions, Inc. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Sound Financial & Insurance Solutions, Inc. (this business)—674.8 (22)NoNo
Crew Wealth Management#1695.0 (28)NoNo0.2 mi
Edward Jones - Financial Advisor: Joe Boche#2695.0 (26)NoNo0.3 mi
Sherri Banta Group#4665.0 (16)NoNo8.7 mi

See all 34 ranked financial advisors in San Luis Obispo