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Brian Wiese Summit Investment
- Investment Service
- San Luis Obispo, CA
About this business
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:30 a.m. to 3:00 p.m. | |
| Tue | 7:30 a.m. to 3:00 p.m. | |
| Wed | 7:30 a.m. to 3:00 p.m. | |
| Thu | 7:30 a.m. to 3:00 p.m. | |
| Fri | 7:30 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I only have great things to say about Josh Rocha. I initially met Josh through a fiduciary relationship with my sister, Cecilia. Josh has supported Cecilia and I through a period of balancing finances, moving her from her home into a senior facility, and the selling of her home. He arranged contact with Cecilia's accountant, legal help, and built a personal relationship with my family. He facilitated by bypassing the complications of lawyers. He's personal, has made house visits, is genuine and kind. He has been graceful, r... read more
As a self employed person I was very lost as what to do with my 401k from my previous job. Brian Wiese has managed my 401k for me for the past 5 years and I trust him completely. He keeps me up to date on economic trends and has helped to grow my portfolio. I fully trust him and his partner Josh. They are easy to get in touch with, good communicators and also just really nice guys. I’m so grateful I found Summit!
I have had several financial advisors over the years but I have to say Brian has been the most attentive to my portfolio and considers the whole picture since I am now in my 70’s. He watches the financial world like a hawk and determines what is best for me in the long run. Josh, as I get to know him, is smart, honest, hard working, informed, diligent and punctual. Every time I call with a question or task, he is quick to get the answer and follow thru on the task. One cannot go wrong in choosing Brian and Josh to take care... read more
I have been a client of Summit Investment Group for 13 years. Upon approaching retirement Brian’s expertise helped with my financial planning. I highly recommend Brian Wiese for your investment needs.
Brian is extremely professional and responsive. He has helped us in financial planning, especially as we retired. Brian has regular reviews that give us confidence about our financial future. He is focused on what we need in our investments and we are very pleased with the results. Brian's personal care is top notch and we would recommend him to anyone.
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 12 reviews.
When is Brian Wiese Summit Investment open?
Brian Wiese Summit Investment is closed now. It will open tomorrow at 7:30 a.m.