Summit Investment Group

Investing
Hours: Summit Investment Group provides professional and responsive financial planning with a focus on personal care. Advisors take great care of clients, offering regular reviews that build confidence for both short and long term plans. They are respectful, avoid pressure, and take time to listen and teach so clients understand their investments. This approach, free of confusing jargon, helps in building wealth and ensures clients feel comfortable with their financial direction, leading to long term stability and very pleased results.

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1. San Luis Obispo, California