Summit Investment Group - San Luis Obispo (CA)

Danielle Lucas This bank has wonderful tellers. Good location. Atm outside.

iheartauroraborealis This weekend, I stopped into the Placerville BOA. Tammy who was covering at the Placerville branch, but works at the Jackson branch, offered to assist me. She did everything she could to help me figure out how to proceed to find documentation through the bank that my family needed to file taxes for a family member who passed. She was very straightforward in explaining what the bank needed to help provide the information and gave instructions on how to obtain it. Throughout my interaction, she was calm, helpful, and kind. Thank you!

Crystal Thomas Mistes ability to effectively support her clients financial goals is a commitment she makes for life. My childhood friends mother worked with Miste and she was supportive through the loss of their mother and even took time to attend and help at her funeral. In a business that can be cold and confusing Miste brings a personal touch with her passion for what she does. She will work hard to make your goals become a reality and builds lasting relationships with clients that are invaluable.