Summit Investment Group - San Luis Obispo (CA)

AlycinLorayne Corte Jeff, or Jeffrey- he’s an honest man with over 25 years experience in the business of finances and he makes everything make sense. A lot of the financial world is hard to understand, there’s a lot of options and ways to go about planning a future, especially when you have kids. But he takes his clients seriously and makes sure you are equipped with all the understanding and knowledge you need to make smart moves for your future. 10/10 would recommend this guy.

Carol Tacconi Review of Fiduciary Financial Group My husband Dennis and I (Carol) have had the pleasure of working with Fiduciary Financial Group both before and after our retirement, and we couldn’t be more pleased with the financial planning services we’ve received. From the very beginning, their team took the time to truly understand our financial goals and priorities. They guided us through the transition into retirement with professionalism, care, and a clear strategy that gave us peace of mind. Their advice was always tailored to our specific needs and delivered with patience and clarity, which we greatly appreciated. One of the things that has stood out most is the ongoing support we continue to receive. The regular updates, reviews, and proactive tax services have been incredibly valuable in helping us maintain a solid, up-to-date financial picture. It’s reassuring to know that we’re not navigating this chapter alone — Fiduciary Financial Group is always there with insights and support.

Bryan Tayag Im gonna start by saying, i made one of the best decisions of my life by going with OneMain. Staff are very professional, they take you step by step. They give you options, which I think is key. And most of all, they do not pressure you in making a decision. They will work with you. On what you have and your budget.

Monica Arroyas they never give me any hasstle, not even the first time. I totally recommend this place . their services are great and emoloyees are nice & friendly as well