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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 |
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.
Josh has the heart of a teacher which has been awesome. So many people in the financial world talk down to you or tell you that “they got you” which is annoying. Josh on the other hand will not only take great care of you, but will teach you along the way so you understand the short and long term plan for your money. Building wealth through a competent advisor like Josh is key to long term financial stability.
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
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.
Great communication and a well rounded approach to investing.
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 7 reviews.
When is Brian Wiese Summit Investment open?
Brian Wiese Summit Investment is closed now. It will open on Monday at 7:30 a.m.