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Brian Wiese Summit Investment

  • Investment Service
  • San Luis Obispo, CA
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About this business

FinanceFinancial ServicesInvestingInvestment Service

Summit Investment Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most comprehensive and personal service available, and strive to earn a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you w... read more

Location details

11545 Los Osos Valley Rd Suite B1, Suite B1, San Luis Obispo, CA, 93405, United States

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Mon7:30 a.m. to 3:00 p.m.
Tue7:30 a.m. to 3:00 p.m.
Wed7:30 a.m. to 3:00 p.m.
Thu7:30 a.m. to 3:00 p.m.
Fri7:30 a.m. to 3:00 p.m.
5.03 reviews
Adam W's profile image
Adam W 
4 months ago

I highly recommend Josh Rocha for any financial advice. I have had the pleasure of working with him, and I have always been impressed with his professionalism and expertise. He always takes the time to listen to my concerns and offers valuable insights that help me make informed decisions. Josh's approach is very respectful, and he never pressures me to make decisions. He always ensures all my questions and concerns are addressed, and I feel comfortable with our direction. Unlike other advisors who may confuse you with jargo... read more

J Kim's profile image
3 years ago

Brian is all around a great person. I've been utilizing his expertise for almost 2 decades and he is honest and 100% there for his clients. Thank you Brian. 

D Blue's profile image
D Blue 
3 years ago

Run don't walk. Brian is the best in the biz. 

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Frequently asked questions about Brian Wiese Summit Investment

How is Brian Wiese Summit Investment rated?

Brian Wiese Summit Investment has a 5 star rating with 3 reviews. 

When is Brian Wiese Summit Investment open?

Brian Wiese Summit Investment is open now. It will close at 3:00 p.m.