Clearly inexperienced financial advisor that shrugged my business partner and I off when we…read moreapproached for advice regarding scaling. Said that our goals were not worth the time despite us being paying clients

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Craig has handled my financial portfolio for over a decade (first at Morgan Stanley until he…read morestarted this Stifel office). I have been extremely pleased with his knowledge and professionalism as well as my returns. I have recommended him to several friends/family who now all use him as well and are equally impressed. I don't even live in CA anymore since I moved to Vegas but I continue to stay with him as I trust him

I met a couple of the financial advisors from this firm at our local Rotary Club. They are clients…read moreof ours and great people to work with. When the Morgan Stanley office closed, some of the investment advisors moved to Stifel. They are now in a beautifully remodeled Victorian house on Vine St. It's worth stopping by to see them just for the tour of the home. While you're there, you can ask for investing, retirement, estate and financial planning advice. Good people.

Kevin has been our family financial advisor since he took over the office. I am nearing retirement…read morebut we have adult children and children of high school and college age. He manages all their finances with the appropriate risk assessment. I trust his intellect and the work and research he puts into the advice he gives us. I really appreciate that he considers my thoughts and opinions but does not hesitate to let me know when he believes I am off target. I don't want a yes man nor do I want a "my way or the highway approach" Any 401Ks we have rolled over have gone straight to Kevin and he's done outstanding! We have recommended him many times over. Ed jones is a great company. Kevin makes it excellent. Joel J Galles

Kevin has been a very dependable resource, not only planning for my future retirement but also my…read moreday to day investments. I love that Kevin is always willing to meet with me on moments notice and always keeps me in the loop with potential opportunities. I am very greatful for the service he provides!

Matt at Edward Jones in Templeton takes the guess work out of investing. He really knows the market…read moreand makes sure you know the risks and the benefits of any programs he provides. Matt researched our portfolio for us, looked at a variety of programs and really made sure we are safe and still moving forward. Our 401k and family investments are safe with Matt!

I have been with Jennifer and Ryan for 3 years now. They are…read moreReliable, Trustworthy, Smart, and Energetic. They treat me with dignity and respect, and make time for all my questions and requests. Most of all they are guarding and investing my assets much better than I could, giving me hope for a comfortable retirement. I would strongly recommend their services for anyone on the Central Coast

My wife and I are clients of Jennifer and Ryan who own and operate Legacy Retirement Advisors. We…read morehave been with them for many years and have been very pleased with their financial advice and professional care. Always willing to meet and discuss any concerns we have they are both people we trust with our retirement planning.

Robert Shipe has been our investment adviser for several years now and has the heart of a teacher…read more Much of the investment world is very confusing to me. Robert explains things thoroughly and makes sure I understand my options before I leave his office. Even though my nest egg is very small, he is always available for my questions and gives sound advise. I feel my retirement investments are secure and am glad he is on my side.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Nicolette Harley helped us before to sell and buy our house. When we decided to sell our house this…read moretime, we reached out to her again. Except this time, Jessica Baker is also part of The Harley Group. Jessica is a wonderful addition to the team. They called them self "The Dynamic Duo" but in our opinion they are "The Dynamic/Amazing/Helpful/Patient and Caring Duo". Simply the best! If you are planning to sell/buy a home they are the best team. Amazing communication throughout the entire process. We highly recommend Nicolette and Jessica. Thank you, Daniel and Edith

Nicolette and Jessica from the Harley Group in Paso Robles are terrific! My husband and I are…read moretrying to find a home to buy in the Paso Robles, Atascadero or Templeton, CA area. We are very picky as we can only make this choice once! They are so patient with us and have shown us some beautiful places. Our needs are very specific and since we live almost 3 hours away, they still manage to coordinate all the showings that they can, with us being so far away. Thanx to Jessica and Nicolette for working with us on this purchase and for being so patient :}

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!