We spoke with Vic with California Mortgage Solutions when we were trying to put together a feasible…read morefinancing package given our constraints. Vic was extremely knowledgeable re: loan programs currently available to help people fulfill their dreams. He couldn't have been more professional and nicer! He even worked towards the right solution on a Sunday! I encourage anyone looking for a finance package to contact Vic! Bravo and kudos to Vic! AAAA++++!!!!!

I used Ross | Carreiro | Brown CPAs for tax preparation and advisory services. In June 2025 I paid…read more$1,933.59 in person to close my account before relocating out of state and was explicitly told my balance was paid in FULL. Two months later, I was contacted and told I owed more money. The balance then changed multiple times -- first I was told $800. Then, AFTER a "50% discount," I was told the amount owed was $1,193! There was no clear or coherent explanation. Invoices issued months later included "Income Tax Return" charges despite my prior payment and being told the account was closed, making the billing appear retroactive and inconsistent. Communication was slow and unreliable despite repeated follow-ups. I was told the head CPA, George, would get back to me about my billing dispute once he was back from vacation. Two months went by before I reached out again and heard anything. I made a reasonable, good-faith offer to resolve the matter if a final invoice confirming no remaining balance was issued. That never happened. Instead, billing continued, including yet another invoice sent in January 2026. Their billing practices are confusing, delayed, and poorly managed. I would avoid them, but if you don't, I strongly caution you to scrutinize invoices carefully and not assume that being told an account is "paid in full" actually ends billing. Document everything. This was not a good experience - on top of their already exorbitant fees.

I am so happy I found George and his amazing staff. I couldn't be happier with their service. Not…read moreonly are they extremely professional and knowledgeable, but they are also so easy and a pleasure to deal with. I feel very confident in this firm, I love Liz. She goes above and beyond to help. After my accountant of 35 years retired, I met with a lot of firms, and I wasn't very impressed. After meeting with George, I knew I found the right fit. Taxes are stressful, and very personal. It's refreshing to have a staff of intelligent experience people helping you with your filing. I would highly recommend this firm.

Sarah was an absolute pleasure to work with. She helped make the insurance process -- a typical…read morenightmare -- easy to navigate! I feel totally confident she helped me select the right plan and am so grateful. Most certainly recommend.

I have worked with both Simon and Sarah at HFG. The are very helpful, friendly and trustworthy…read more It is nice to do business with a local family owned company.

Sam was the best. He kept an eye on the process at each step and resolved problems as they came…read moreup. Sam is a very knowledgeable mortgage profession. Thanks for a job well done. ladonna

Mary Trudeau and her team in the SLO office are truly amazing and professional. If you have a…read morecomplex real estate transaction you need to obtain your loan here! Her years of experience and knowledge are invaluable.

We hired Tori Brown to handle our tax paperwork and tax returns. Unfortunately, communication was…read morevery limited, and the work was never completed. When we decided to switch to a different CPA, she was unable to provide our files to the new accountant. We also did not receive a refund for the services paid. Based on our experience, we would not recommend her services.

We made such a smart move going to Bottom Line Bookkeeping! Tori, Michelle and team are fantastic…read more Efficient, knowledgeable and always available for advice. We couldn't recommend them more.

If I could give more than 5 stars, I would. Working with Pat…read moreat Central Coast Lending was nothing short of a miracle. From the very beginning, our situation was tough -- the kind of file most lenders would've walked away from or told us wasn't possible. We initially DID have a loan officer completely ghost us right before, but not Pat! He stayed patient, persistent, and focused the entire time. Even when it felt like the odds were stacked against us -- with hiccups in paperwork, last-minute surprises, and a tight timeline -- he somehow made it happen. He communicated every step of the way, always kept us in the loop, and fought hard to get us across the finish line. Because of his commitment, we're now officially homeowners. That still feels surreal to say! I can confidently say we wouldn't be holding these keys today without him. If you're looking for a lender who actually cares and gets things done no matter what, Pat at Central Coast Lending is the one you want in your corner. We'll be recommending him to everyone we know

Mike and his team are great! I used central coast lending initially because a friend recommended…read moreit. Mike ended up getting me the best rate out of everyone I filled out applications with. That was our first time purchasing a house. Mike was very informative and patient. Mike was extremely professional and proficient in his craft. We now have used Mike for the second time.This time for a refinancing of our home while we have even better rates available. Give them a try!!!!

If you are looking for someone that will take one of the most complicated things you will ever do…read more(buying a home) and make it so incredibly simple, go see Zoe. We were first-time homebuyers in a new city and were frightened by the process. From the very first meeting, Zoe made us feel right at home. Everything from the application to close of escrow was handled with extreme professionalism. Her knowledge and experience helped us buy our dream home and we can't thank her enough. This will not be the last time we use Zoe and Envoy Mortgage. Thank you!!!

A great big shout out to Zoe Raithel, branch manager & senior loan officer at Envoy for supplying…read moreour Rotary golfer goody bags with a sleeve of golf balls! It's been a long time since a business has stepped up and provided the golf balls. Mostly because it's not cheap to stock up 100 bags. The event raises money for Paso Robles kid programs and we couldn't provide a quality product were it not for business's like Zoe and Envoy! Thank you so much. In addition, Zoe is one of the best at her craft when it come to mortgage loans and making it happen. Girl puts her head down and gets it done.

EXTREMELY unprofessional business from Heather!!! I am a nurse who relocated and they quoted me…read more$130 originally to do my taxes, then they tried to charge me over double and told me I would get less than half of what I received last year for my taxes. I got my OWN paperwork that I submitted to them back to go get a second opinion and then when asking to file with them after the second opinion as expected with such a situation, they ended up refusing my business when I returned stating that they felt disrespected that I wanted to verify the amount was correct with a second opinion! This should be a normal business occurrence and I am very surprised that they'd turn down business just for someone wanting to get a second opinion on their finances. Completely disrespected a customer. Will be contacting management.

Steve Ocheltree and his team run a top notch CPA firm. I completely value and trust Steve's input.read more