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 exactly what the other reviewer is not satisfied about, but I have worked with a lot…read moreof financial advisors throughout the years and David is the best I have dealt with. Great communicator and gives advice even when it doesn't profit him.

I'm not completely satisfied, but im not completely disatisfied. Jessica fetcho and Trinity,…read morehowever, are very nice ladies and have excellent customer service.

In a small town like Pismo Beach you get to know a lot of the small businesses around town and get…read moreamazing recommendations. This is a review that is definitely very long overdue as Kevin helped me with my first IRA and figuring out how to handle mutual funds. I was 22 and barely had any funds but the little I had needed to work for me, so upon asking my mother for some help she gave me Kevin's information. Now that I think about it, talking about my future needs financially was not an easy topic as I had no idea where to even begin. So with that fear and also having no idea what to even say, I called Kevin. He was so nice and knew exactly how to help me. The calmness in his voice definitely helped. He was so very patient because think about all the questions I had for him! He put my mind at ease and I was able to trust him with the little that I had. Whatever your financial situation, he is someone you can call and get expert advice. He also sends newsletters and updates on what is going on in the finance world. My husband and I are very grateful for the years of quality advice and honesty from Kevin. We recommend him fully for any financial needs or if you have no idea even where to begin.

Joe is great to work with. His office staff is kind and extremely knowledgeable. I am confident Joe…read moreand his team will take care of my money.

We have placed our trust in Joe & his staff to handle our financial investments. Joe is very…read morehands on, always communicating with his clients by in-person appointments, phone calls & client dinners. These gatherings are fun and enlightening.

Wes and Dru are so great to work with. I appreciate the personal approach they take with their…read moreclients and that do their homework before client appointments. Friendly, professional and trustworthy! I definitely recommend them.

As a retired bank president and former Certified Financial Planner I was looking for a financial…read moreadvisor to manage my investment portfolio since I no longer wanted to put in the time and effort to monitor markets, do research, and implement a retirement plan. I also needed someone that my spouse and family would be comfortable with if I were to become incapacitated. Fortunately, we found Wes Carlson, Financial Advisor and Andrea Smith, Sr. Branch Office Administrator at Edward Jones. They provide excellent service, attention to details, outstanding advice, and good results. Best of all, Wes has provided peace of mind during difficult and challenging times and the family loves working with him and Andrea! Highly recommended!!

Jefferson has a warm and sincere manner that is very genuine. He is interested in the whole person…read moreand not just the business he is providing. He feels very much like a friend, and he is. I appreciate his honesty with investing and never pushes or pressures what he feels after presenting all the facts and scenarios. So glad I found him!

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.