Joe told us things that were incorrect, causing us to miss out on savings with IRA accounts. Found…read moresomeone much better in San Luis Obispo.

Joe Modica has done my taxes since my first job. His family run business makes you feel welcome,…read morecared for and understood. He always got me good tax returns and answered all my silly questions.

Jake Rothman is a world-class financial professional. I highly recommend Rothman Investment…read moreManagement. I reached out to Jake to help my mother get her finances in order and plan for retirement. We interviewed a few financial planners and I am so thrilled we chose Jake! We completed his Financial Planning offering which includes 4 sessions (60-90 mins each). There was significant time spent truly understanding my mother's goals, dreams, necessities, and worries. Jake is an incredible active listener, is highly organized, very empathetic, and well-versed on winning budgeting and investment strategies. Best of all, Jake has a genuine passion to help you succeed. He earned our trust quickly. Jake truly helped us create a plan for success that is highly personalized and simple to execute on. I also appreciated how easy Jake was to work with. You can schedule meetings in-person or via Zoom, easily book via Calendly and he promptly sends thorough notes after every meeting. Overall, I highly recommend his firm and look forward to partnering with them further.

From the owner: We help clients clarify their goals and plan for their future. Jacob Rothman, CPA, CFA, CFP(r)…read moreworks with clients to create a financial life plan and to implement that plan with a portfolio that matches each client's individual needs. A comprehensive financial plan comes for a one-time fee of $2,500. Ongoing financial coaching is $4,000/year for those who want to continue to manage their own investments. We invest for our clients on a fee-only, discretionary basis as a fiduciary manager. The Investment Management fee is 1% of assets under management per year.

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!

The worse experience in processing my annual returns in 35+ years. First impression, Ray appeared…read moreto be professional and possessed the experience to provide a good service. After two years of not receiving returns, contrary to my prepared returns from State and Feds, I questioned Ray. He responded with statements which needed clarification and when asked became extremity difficult and evasive. He never did answer any clarification questions and immaturely closed business ties - which I actually appreciated....

We love Ray. He has helped us for over 15 years and we feel like he is part of our family. He…read morecontinued to grow our investments during the hard times and looked for every way to protect us as our CPA through financial ups and downs. He has given us the best advice when managing our 3 children's college funds as well. One graduated in 4 years and had a comfortable little nest egg to get her started off on her own, one is looking towards med school after her undergrad degree and is currently being advised by Ray on how to make the dollars stretch and we have one with a few years before he has to make college plans so the money will be there when he needs it. Meanwhile, Ray is helping us plan for our retirement so we can feel good about the time we are putting in now - and enjoy or freedom later. Grace, the office manager, is pleasant and helpful. She makes his office warm and inviting no matter how stressful tax time is! Ray has our trust and our backs...can you say that about your CPA and Financial Planner?

Actually ********** 10 Stars! This woman is an angel. She went out of her way to support us over…read morethe phone, by text, in person and on weekends. She is so knowledgeable and great at teaching. She was quick with making appointments and always on time. Mary helped us untangle a book keeping nightmare from a previous owner and helped us flourish. We couldn't have done it without her.

Mary is AWESOME! We enlisted her help when our (then fledgling) winery's books needed to progress…read morefrom a shoebox of receipts and 47 different Excel spreadsheets to Quickbooks Online. With a quick consultation and wave of her magic wand our business bookkeeping went from a yearly headache (because let's face it, that's about how often we were actually buckling down to deal with the shoebox) to a monthly organized dream! With this part of the business taken care of by a true professional we have a bit more time to deal with the day-to-day business. Mary is very patient and easy to work with. We have managed to do everything with her over the phone and email for the past 3+ years now. She is affordable and will take at least one thing off your plate!

The best! Gina Krumland has been my Financial Advisor for years. She takes very good care of us and…read moretakes the time to really explain the current market. Gina does not push you into decisions but carefully explains both positive and negative aspects and listens to your questions. I would highly recommend Gina for small or large investment care.

Tim Holt is a great Financial Advisor, what I really like about him is that he's not this "Used…read moreCar" salesman kind of guy! Most of the Financial Advisors that I've encountered seem to have a one track mind, they either are in the Stock Market 100% or they sell one kind of Annuity without telling their client about the different options that are available. And neither party will back the other one up, but they certainly will shoot them down. That's speaks for it self, they are only interested in what makes them the biggest buck! Then there's Tim, he goes above and beyond to explain every aspect of both worlds. Tim understands everybody's financial goals, I didn't have a lot of money to invest, yet he made me feel welcomed. Now I can move forward with a little bit of hope and faith.

Not sure where to start - but I don't recommend this company. Office does not return phone calls…read moreand I read in the local paper (when google'ing names) that there is ongoing case against the owner..... yikes! Do your research. I was happy to interview other reputable companies to fit my needs.

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!

Jim and Teri have been exceptional to work with. I secured home insurance through them, had a…read morehiccup with renewal, and got it all sorted out. It's a breath of fresh air to connect with an organization that still values customer service, especially in an era where that can feel like a thing of the past. Great job, CA Meridian.

We highly recommend Drew Lewis. He provided us with insurance during the construction of our new…read morehome in Atascadero and helped us find the best route in converting that to a homeowners policy -- including navigating the California FAIR Plan in our "very high" wildfire risk location. He is friendly, personable, responsible and prompt. Definitely call him if you need insurance!