Obispo Wealth Management
1301 Chorro St., Ste. A
San Luis Obispo, CA  93401
(805) 541-6500 (Phone)   |   (866) 786-0811 (Toll Free)   |   (805) 541-6502 (Fax)
Website   |   Email
Year Founded:
    2009

Description:
   We are a financial services firm that provides independent and objective financial advice and guidance to help our clients with: Investment Management, Retirement Planning, Insurance & Estate Planning, Financial Planning, Income & Budgeting, College Planning.
    We offer a variety of Investment and Financial solutions: Mutual Funds, Stocks & Bonds, Independent Money Managers, Annuities, Life Insurance, Retirement Plans.
    We work as a financial planner and/or investment advisor, depending on your needs. Visit our office in San Luis Obispo or call us today for a complimentary consultation.
    This communication is strictly intended for individuals residing in the states of: CA, NV, OR and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Representative with/and offers Securities and Advisory Services through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a registered Investment Adviser. Insurance Lic#OB50436 Fixed insurance products and services offered by Obispo Wealth Management are seperate and unrelated to Commonwealth.


Business Categories:
    Banks,    Consulting ,    Employee Benefits,    Financial Planners,    Financial Services,    Insurance - Disability,    Insurance - Life,    Insurance - Long Term Care,    Investment Services,    Lawyers Referral Service,    Legal Aid,    Legal Document Preparation,    Legal Services - Misc.,    Mutual Funds,    Stocks & Bonds,    Trust Services,

Products & Services (keywords):
    Mutual Funds, Stocks & Bonds, Independent Money Managers, Annuities, Life Insurance, Retirement Plans.

Business Hours:
    8AM-4:30PM

Payment Accepted:
    Check,  

Admittance:
    During normal business hours

Languages Spoken:
    English,  

Indoor/Outdoor:
    Indoor Location

Parking On-Site?
    Yes   --   3 Parking Spots in the back of Building

Guided Tours?
   


Member: Nipomo Chamber of Commerce





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