Summit Investment Group
Financial Planning in San Luis Obispo, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 1,076 times
Contact Information
| Address | 11545 Los Osos Valley Rd Ste B1 San Luis Obispo, CA 93405 Map and directions |
|---|---|
| Phone | (800) 549-9001 |
| Website | summitinvestmentgroup.net |
| Category | Financial Planning · Financial planner, Financial advisor, Financial consultant, Investment service |
| Services | financial planning, advisory |
About Summit Investment Group
Summit Investment Group is a financial planning in San Luis Obispo, California offering financial planning, and advisory. It holds a 5.0★ Google rating across 12 reviews — among the highest-rated in San Luis Obispo. 100% of those reviews are 4- or 5-star. Its Google Business Profile is verified. Its 5.0★ rating is above the San Luis Obispo average of 4.7★ across 46 rated firms.
Hours
| Monday | 7:30AM-3PM |
| Tuesday | 7:30AM-3PM |
| Wednesday | 7:30AM-3PM |
| Thursday | 7:30AM-3PM |
| Friday | 7:30AM-3PM |
| Saturday | Closed |
| Sunday | Closed |
Google rating breakdown5.0 · 12 reviews
5★12
4★0
3★0
2★0
1★0
Aggregate review counts from Google.
Details
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- Restroom
- Recommends appointment
Questions about Summit Investment Group
- Where is Summit Investment Group located?
- Summit Investment Group is located at 11545 Los Osos Valley Rd Ste B1, San Luis Obispo, CA 93405.
- What are Summit Investment Group's hours?
- Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
- How do I contact Summit Investment Group?
- You can reach Summit Investment Group by phone at (800) 549-9001, and through its website.
- What services does Summit Investment Group offer?
- Summit Investment Group is categorized as a financial planning, offering financial planning, and advisory. Contact the firm to confirm current service offerings.
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Update this listingListing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.