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Summit Financial Group LLCFinancial advisor in San Ramon, CA

Summit Financial Group LLC is a financial advisor at 2633 Camino Ramon #200, San Ramon, CA 94583, ranked #49 of 382 financial advisors in San Ramon and rated 4.3 from 6 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 Ramon, CAUpdated 0 paid placements in any rankingHow we rank

Call (925) 866-7800Website ↗

Key facts

Key facts about Summit Financial Group LLC
Address2633 Camino Ramon #200, San Ramon, CA 94583Get directions
Phone(925) 866-7800
Websitesummitadvisors.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.3 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Ramon and 11 towns within 25 miles: Danville, Dublin, Alamo, Fairview, Pleasanton, Castro Valley, Hayward, Ashland, Cherryland, Moraga and San Lorenzo.

Based in San Ramon, CAView on map

Opening hours

Opening hours for Summit Financial Group LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Summit Financial Group LLC

How is Summit Financial Group LLC ranked in San Ramon?

Summit Financial Group LLC is ranked #49 of 382 financial advisors in San Ramon by RFA Score, with 61 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 Financial Group LLC’s hours?

Summit Financial Group LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 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 Summit Financial Group LLC serve?

Serves San Ramon and 11 towns within 25 miles: Danville, Dublin, Alamo, Fairview, Pleasanton, Castro Valley, Hayward, Ashland, Cherryland, Moraga and San Lorenzo. 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 Financial Group LLC?

Summit Financial Group LLC has a rating of 4.3 from 6 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 Financial Group LLC?

Call Summit Financial Group LLC on (925) 866-7800. The business is at 2633 Camino Ramon #200, San Ramon, CA 94583. 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

Summit Financial Group LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summit Financial Group LLC (this business)—614.3 (6)NoNo
Burton Enright Welch#47615.0 (12)NoNo10.9 mi
Patelco Credit Union HQ#48613.4 (54)YesNo5.5 mi
Everest Capital Group Inc#50614.3 (6)NoNo0.3 mi

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