Summit Investment Group - San Luis Obispo, California

Summit Investment Group is a well-known and helpful financial firm that specializes in financial planning, advising, and consulting, as well as investment services. The company's address is Address: 11545 Los Osos Valley Rd Suite B1, San Luis Obispo, CA 93405, United States. Their location is wheelchair-accessible, making it easy for everyone to visit.

The company's phone number is Phone: 8005499001, and their website is Website: summitinvestmentgroup.net. The website is an excellent resource for those who want to learn more about the company, its services, and how it can help them achieve their financial goals.

Summit Investment Group's specialties include financial planning, financial advising, financial consulting, and investment services. These services are essential for anyone looking to secure their financial future, whether they are an individual or a business.

Other points of interest about Summit Investment Group include wheelchair-accessible parking, a wheelchair-accessible entrance, and wheelchair-accessible toilets. The company also has toilets available for all visitors. It is recommended to make an appointment before visiting the company to ensure that a specialist will be available to assist you.

The company has received many positive reviews, with a Average opinion: 5/5. based on 12 reviews on Google My Business. These reviews reflect the high-quality service and expertise that Summit Investment Group provides to its clients.

Reviews of Summit Investment Group

Kathy Caraccio

5/5

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, responsible, and communicative. His agenda was not based on financial outcomes, rather, a relationship based on trust and generosity. I couldn't think of a better individual to navigate finances with.

Cody Davis

5/5

Josh Rocha is a really good investor to go with. He helped me and my wife with our savings our finances and helped our hard earned money go much further. He is top noch in the financial industry. After creating a savings plan that best fit our monthly income. We started to see just how much we could be saving with Josh and summit investment group. We are super happy and in just 3 short years have done super well together! It's like adding family to the mix we didn't think was possible. Fun friendly service with a professionalism like no other. Josh Rocha 5 stars in our book and we will continue to grow and save for our future with summit investment group.

Katie Grady

5/5

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!

marce weber

5/5

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 of your financial investments.
Martha Weber

Ramie Manderscheid

5/5

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.

Karen Melora Brooks

5/5

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.

Adam W

5/5

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 jargon, Josh Rocha is a trustworthy financial advisor who will guide you toward the right financial decisions. I can't recommend him enough to anyone seeking financial advice.

Chelsea Maki

5/5

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.