My wife and I have been working with John for over 2 years. We have worked with other financial…read moreplanners in the past and were expecting more of the same kind of relationship. We were blown away by the time John invested in learning about our goals and dreams. He helps us through our personal finance discussions. It's not always easy for married couples to discuss money. With John there he is able to keep us on track and make the process smooth and actually fun. It's impossible to save for retirement without good saving habits to begin with. John takes the time to help facilitate an environment for us to achieve wealth health. He is a trusted adviser and I highly recommend him to my friends and family.

I have worked with John Buerger for more than 2 years, both as a business consulting and personal…read morefinance client. In both arenas I have found John to be highly intelligent, able to think out of the box to find the best possible solutions, and passionately committed to the success of my business and my family's financial health. Thanks John!

Bryan Crawford really helped me out. Without divulging too much information, I wanted to setup a…read moremonthly allowance for my wife and myself. Previously, this was sent by check. The Nipomo Post Office is very good at misdelivered mail. Bryan set ip a system whereby a monthly check would be automatically deposited into my bank account thereby eliminating the mail entirely.

I've dealt with a lot of companies over the years, but Schwab Retirement Services easily wins the…read moreprize for worst customer service--and not just once. It's been consistently terrible for years. When we submit instructions for them to execute--basic tasks they're paid to handle--two out of three times, they either ignore them entirely or send a vague, anonymous letter a week later telling us to call them. But here's the kicker: the so-called pension plan "customer service" reps don't even have a direct number. You're forced to call the general support line, waste their time, and then get transferred to the retirement department... who never pick up the phone. We eventually had to start including threats in our instructions just to get a response. It wasn't until we escalated to their ombudsman that they finally did what they were supposed to do in the first place. Most recently, a former employee tried to roll over their 401(k)--a straightforward process. Schwab screwed it up three separate times, mailing checks with the wrong name on them. This is after giving them written instructions, plus wasting an hour on the phone telling them exactly what to do. They've never fixed their broken systems, and it's painfully obvious they do not care about their customers, their responsibilities, or basic accountability.

I have worked with Kurt for the past 2 years and found him to be extremely knowledgeable and…read morecompetent. He was hired by our local company in San Luis Obispo to oversee our 401k plan, and once I met with him decided to do a personal planning session. Kurt did a complete analysis on my current financial status, making recommendations on investment planning, insurance coverage, retirement planning, and wealth management. I appreciate his thoroughness and attention to detail in every area. I highly recommend him.

From the owner: Central Coast Wealth Management's mission is to be the pre-eminent financial services firm on the…read moreCentral Coast of California by helping our clients integrate multi-dimensional aspects of their finances in order to lessen overall risk and be tax efficient in the process. The professionals of Central Coast Wealth Management LLC provide independent, customized, financial solutions utilizing a boutique broker/dealer (Commonwealth Financial Network®) to focus on high-net-worth individuals and businesses. We help clients in all stages of wealth management-accumulating, preserving, and transferring (creating a legacy) utilizing asset allocation* strategies customized for each situation. In addition to coordinating financial affairs for high-net-worth families, helping companies maximize the benefit of their corporate 401(k) plan is another area of expertise.

Husband & I have been with Daniel Rohr & Assoc. for past 4 years. Really impressed with the…read moreknowledge he has to share. I learn more every year. That makes me feel more empowered, I like having a better understanding of tax laws and rules. We are pleased with his and Cheyennes professionalism and at the same time feel comfortable in the office asking questions. "No question is a dumb question." Very pleased with services he has to offer. Husband and I have developed trust in Daniel and Cheyenne and feel positive moving forward in the years to come. Dave & Sandy

Daniel Rohr and associates has completed our income taxes the past two years. They have done a…read morefabulous job, and our taxes were done very quickly. In meetings with Daniel Rohr CPA, he has been helpful and professional in answering our questions and serving our needs. Cheyenne Courtright, Senior Administrative Assistant is friendly, and has been amazing in helping us whenever we call her. Our experience with Rohr & Associates has been wonderful, and we highly recommend them!

I don't know why I haven't written this review much, much sooner, but I wish I had; I say this…read morebecause Ryan Curtis is a total superhero in our eyes. We've used him for over ten years, and because of him, we can sleep at night knowing we'll be more than just okay in our retirement - to the point where we may even be able to leave our children something. Ryan is brilliant at what he does, and we've made consistent, significant, year over year financial gains, despite the volatile markets. He is also super kind, non-judgemental and extremely professional. I consider calling him back, when he reached out to us a long time ago, as one of the best, most important actions I've ever taken.

I've let Ryan Curtis know how much my wife and I have been impressed by his level of service in all…read moreareas financial and to our benefit. This is an understatement, but nonetheless, I wanted to at least mention it. We are so appreciative for have the opportunity of working with Ryan because of his integrity, which for us what the most important aspect of entrusting him to help us move forward and work toward our financial goals. It's great having Ryan at Stifel with all the products and services available to evaluate and choose from based on his expert analyses and evaluations of our choices. Plus, Ryan's presentations of our choices have been excellent because they are practical and readily understandable. This has greatly helped us make, hopefully, wise decisions. So far, that has been the case. We've engaged Ryan for 401/457 account management; after tax investments in bonds, business development corporations, and classes of funds through large financial institutions, such as Nuveen and Franklin Templeton; life insurance policies tailored to perfectly to our needs; and most importantly, a continuously high level of service for financial analyses and recommendations. Most recently, Ryan recommended we get a quote for refinancing through Stifel Bank and Trust. We did and we compared the quote to another local broker's offer and Stifel's product was the better value, and not just by a little bit--the other broker did not come close to what Stifel offered us and told us we should go with Stifel. Because of Ryan's proficiencies on the products and services his company offers, he could readily refer us to the right people within Stifel for our refinance. Needless to say, my wife and I have recommended Ryan for his integrity and financial expertise to family members, friends, and work colleagues. Of the people who followed up, we've heard only good things about Ryan and his high level of service and appreciation for honest and straight forward financial analyses catered to individual needs and circumstances. My wife and I highly recommend Ryan Curtis.

I've been with Blakeslee for more than 15 years and track values and returns closely. Their…read moreadvisor fees are lower than most and I am very satisfied with the service and returns. They also have the right tools to help you decide what level of risk is right for your situation. When looking for an investment advisor, B&B should be included in your search.

After taking over my accounts they chased them all and did not reinvest the monies. When I asked…read morewhy they said the intended investment avenue was closed to new investors. They should have known that and not sold my investments till without having a plan to reinvest. They did nothing for going on a month.

Lindsey Harn and her team are fantastic. We just closed escrow on the sale of our home. We accepted…read morean over asking offer and the whole process went incredibly smooth. We highly recommend Lindsey Harn. Jay and Cara O'Brien

We had a fantastic experience working with Lindsey Harn! She helped us navigate every step…read moreincluding handling a tenant move-out and getting the property prepped and listed, to guiding us smoothly through escrow. She was always responsive, knowledgeable, proactive, and made what could have been a stressful process feel seamless. We truly appreciated her expertise and steady guidance throughout and would highly recommend them to anyone looking to buy or sell!

I am not one who usually leaves a review, but my experience was such, that I felt the need to open…read morean account and share my experience with others, knowing Elena's care will extend to others, too. I recently worked with Elena Stanley to help manage an inheritance I received. While I wouldn't consider myself a highly knowledgeable investor, Elena took the time to thoroughly educate me on my options and guide me toward a strategy aligned with my age and risk tolerance. I truly appreciate her calm, patient approach. She has a natural ability to teach and explain complex concepts in a way that made me feel confident and comfortable investing my inheritance. Elena also provides consistent touchpoints throughout the year, which gives me reassurance and confidence that I'm on track to achieve my goals. I'm very grateful for her guidance and support.

My husband and I worked with Elena Stanley to get a clear picture of our personal and business…read moreaccounts. Through the financial plan we created we have confidence in our ability to save and invest to meet our future goals. One of our top priorities is saving for our young children's education, she explained the benefits of a 529 and is helping us save in the most tax efficient way for this future expense. She was also able to help us consolidate old 401k's from previous employers. Elena was patient, knowledgeable and trustworthy. The office also has convenient parking for clients in the heart of downtown SLO

We showed up without an appointment and after sitting down with Realtor Mike Moss to discuss what…read morewe were looking for in buying a house in SLO, hired him as our agent. Mike was very patient working with us as we were not yet focused on a specific area in the county. After many months and trips to view potential houses in Los Osos, Morro Bay and SLO, we finally narrowed the focus on SLO City. We then toured various neighborhoods until we found a couple of areas to really focus on. Mike was patient, thoughtful and helpful all throughout this process and when we found the house for us, he was instrumental in our plan of making a successful offer and getting us through escrow. Can't say enough about Mike and how professional and personable he was throughout the process. He made the stressful process of finding and buying a home so much easier! Highly recommend Mike Moss and Comet Realty!

It's a shame that such a beautiful house in a great location was rented out by someone so…read moreincompetent. I wouldn't recommend renting with Courtney Huckabay under any circumstances. This realtor does not fix house appliances when regular maintenance is required (ice maker, dish disposal, etc.), communicate in a calm and direct manner, or know how to do math. She managed to mix myself and another one of her tenants up when giving back house deposits which ended up in me being shorted $1,000. Her solution to this problem was not to correct the problem she caused, but told that other tenant and myself to "venmo each other to make it right ourselves." However, this was not a problem caused by us and should not had to have been solved by us.