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.

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!

Moyses has been my advisor for several years now. I have had 4 advisors before him and can honestly…read moresay he is one of the easiest to work with. He listens to my input and concerns while understanding my long-term goals and asks questions about what I want now and for retirement. With his guidance, I'm getting about a 20+% return, and I can't ask for much more. He reaches out when opportunities become available and explains what's going on. I can't recommend him enough.

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.

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!!

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.

Tni is truly the best real estate agent we have ever worked with. To be perfectly honest, my…read morehusband has a sensitive built in radar when it comes to working with real estate agents and is rarely satisfied with the level of professionalism and knowledge that we have encountered. But if someone is honest, knowledgeable and actively working for our interests, he will be loyal, supportive and committed, which he was with Tni, much to my great happiness. Anyway, to get to the point, Tni's law background, amazing sensitivity, intelligence, flexibility and professionalism is very hard to top. She is not only a top realtor, she is 100% committed to her field and is a strong advocate for home ownership. She has gone above and beyond for hopeful homeowners from many backgrounds and goals. I was very impressed with her open-mindedness and thoughtfulness and compassion for not just her clients, but for the entire community. She doesn't just sell houses, she works for increased home ownership for all people. For us, she helped us with a transaction when we moved into the area and also helped us with a second transaction when the time came that we had to move out of the area. She even helped us find a realtor in a new area that she was unfamiliar with. She did our best for us at all times, and her best is the best there is. She took care of difficult issues and made our journey as smooth as possible. Tni deserves the very highest recommendation and will make your life better for working with her.

Tni is amazing! She is thorough, committed, knowledgeable, focused, wise, caring, experienced and…read morecalm. She is on top of the sales and transaction process from your first contact. There were some minor ups and downs with the other realtor, but Tni got every issue handled and put the everyone at ease. She does her work with aplomb, finesse and making everything drama-free. No question, Tni is the realtor to call whether you are buying or selling. She is fantastic!

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

Lindsey surpassed all expectations we had in selling our home. Her support and knowledge was…read moretremendous and her skills in helping us with the listing and selling process was ideal. We sold our home very quickly and for anyone looking for an agent to help them I recommend Lindsey without hesitation!

I have been with Bank of the Sierra for years in Pismo Beach, Branch 33. I have always had very…read moregood service with the tellers and the other staff. I feel as though I am still banking with a small institution with personal service unlike Bank of America in which no one knows you. I highly suggest this bank if you would like to be known on a personal level and receive wonderful customer service.

Very rude personnel...every single interaction. I would normally recommend a community bank, & not…read morea corp. in this case, I will be returning to my old bank, & sad to say I've had a terrible experience. Save your mental health, & avoid this Mickey Mouse bank, if you have other options, I recommend to use.