Skip to content

Summit Investment GroupFinancial advisor in San Luis Obispo, CA

Summit Investment Group is a financial advisor at 11545 Los Osos Valley Rd Ste B1, San Luis Obispo, CA 93405, ranked #8 of 34 financial advisors in San Luis Obispo and rated 5.0 from 12 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 (800) 549-9001Website ↗

Key facts

Key facts about Summit Investment Group
Address11545 Los Osos Valley Rd Ste B1, San Luis Obispo, CA 93405Get directions
Phone(800) 549-9001
Websitesummitinvestmentgroup.net
HoursMonday to Friday: 7:30 AM – 3 PM
Google rating5.0 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Luis Obispo and 6 towns within 25 miles: Los Osos, Grover Beach, Arroyo Grande, Morro Bay, Atascadero and Nipomo.

Based in San Luis Obispo, CAView on map

Opening hours

Opening hours for Summit Investment Group
DayHours
Monday7:30 AM – 3 PM
Tuesday7:30 AM – 3 PM
Wednesday7:30 AM – 3 PM
Thursday7:30 AM – 3 PM
Friday7:30 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Summit Investment Group

How is Summit Investment Group ranked in San Luis Obispo?

Summit Investment Group is ranked #8 of 34 financial advisors in San Luis Obispo 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 Investment Group’s hours?

Summit Investment Group is open Monday to Friday. Its listed hours are Monday to Friday, 7:30 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summit Investment Group serve?

Serves San Luis Obispo and 6 towns within 25 miles: Los Osos, Grover Beach, Arroyo Grande, Morro Bay, Atascadero and Nipomo. 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 Investment Group?

Summit Investment Group has a rating of 5.0 from 12 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 Investment Group?

Call Summit Investment Group on (800) 549-9001. The business is at 11545 Los Osos Valley Rd Ste B1, San Luis Obispo, CA 93405. 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.

Own Summit Investment Group? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Summit Investment Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summit Investment Group (this business)—655.0 (12)NoNo
Foronjy Financial#6665.0 (14)NoNo2.5 mi
EP Wealth Advisors#7655.0 (12)NoNo3.1 mi

See all 34 ranked financial advisors in San Luis Obispo