Summit Financial Group Has Moved to Bishop Ranch
We’re excited to share that Summit Financial Group has officially moved into our new home at Bishop Ranch!
Our New Address:
2633 Camino Ramon, Suite 200, within Sycamore, BR-3
San Ramon, CA 94583 Get Directions
This new space marks a significant milestone in Summit’s journey—one that reflects our continued growth, long-term vision, and unwavering commitment to enriching the lives of our clients.
A New Chapter at Bishop Ranch
For more than three decades, we’ve built Summit Financial Group on a foundation of trust, personalized service, and thoughtful financial planning.
Our new location at Bishop Ranch enhances those efforts with:
- An elevated client experience featuring modern meeting spaces and upgraded amenities
- Room to grow, supporting our expanding team and services
- A convenient, central location within a thriving professional community
What Hasn’t Changed
While our address is new, our mission remains the same—to help you live your best life with clarity and confidence.
You’ll continue to work with the same trusted team, receive the same high-touch service, and benefit from our enduring commitment to your financial well-being.
Come See Us
We look forward to welcoming you to our new office and sharing this next chapter with you.
Follow us on Facebook, LinkedIn and Instagram for updates and behind-the-scenes looks at our new space.
Parking
There is ample free parking in the front lot off Camino Ramon and within the parking garage directly behind our building. View and download our parking map here.
PLEASE NOTE: The parking lot directly in front of our building will be closed from October 20 to November 14, 2025, due to a solar installation project. This map shows the parking spaces impacted by the project.
Do you drive an electric vehicle? Follow the links to learn more about EV Charging and Tesla Superchargers.
Questions?
Call our office line: 925-866-7800. We are standing by to answer your questions. You may also email us at info@summitadvisors.com or contact your advisor directly.
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