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UMB Bank (with drive-thru services)Financial advisor in San Luis Obispo, CA

UMB Bank (with drive-thru services) is a financial advisor at 237 Higuera St, San Luis Obispo, CA 93401, ranked #12 of 34 financial advisors in San Luis Obispo and rated 3.9 from 10 Google reviews. Open Monday and Tuesday and Thursday and 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

Key facts

Key facts about UMB Bank (with drive-thru services)
Address237 Higuera St, San Luis Obispo, CA 93401Get directions
Phone(805) 543-6500
Websitelocations.umb.com
HoursMonday and Tuesday: 9 AM – 5 PM; Thursday and Friday: 9 AM – 5 PM
Google rating3.9 from 10 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 UMB Bank (with drive-thru services)
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
WednesdayClosed
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about UMB Bank (with drive-thru services)

How is UMB Bank (with drive-thru services) ranked in San Luis Obispo?

UMB Bank (with drive-thru services) is ranked #12 of 34 financial advisors in San Luis Obispo by RFA Score, with 63 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 UMB Bank (with drive-thru services)’s hours?

UMB Bank (with drive-thru services) is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 9 AM – 5 PM; Thursday and 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 UMB Bank (with drive-thru services) 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 UMB Bank (with drive-thru services)?

UMB Bank (with drive-thru services) has a rating of 3.9 from 10 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 UMB Bank (with drive-thru services)?

Call UMB Bank (with drive-thru services) on (805) 543-6500. The business is at 237 Higuera St, 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

UMB Bank (with drive-thru services) compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
UMB Bank (with drive-thru services) (this business)—633.9 (10)NoNo
Aquila Wealth Advisors, LLC#10655.0 (11)NoNo0.8 mi
R.I.T. Wealth Advisors#11644.9 (10)NoNo0.7 mi
Charles Schwab#13634.1 (9)NoNo0.7 mi

See all 34 ranked financial advisors in San Luis Obispo