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!

My wife and I have been working with John for over 2 years. We have worked with other financial…read moreplanners in the past and were expecting more of the same kind of relationship. We were blown away by the time John invested in learning about our goals and dreams. He helps us through our personal finance discussions. It's not always easy for married couples to discuss money. With John there he is able to keep us on track and make the process smooth and actually fun. It's impossible to save for retirement without good saving habits to begin with. John takes the time to help facilitate an environment for us to achieve wealth health. He is a trusted adviser and I highly recommend him to my friends and family.

I have worked with John Buerger for more than 2 years, both as a business consulting and personal…read morefinance client. In both arenas I have found John to be highly intelligent, able to think out of the box to find the best possible solutions, and passionately committed to the success of my business and my family's financial health. Thanks John!

I've been with Blakeslee for more than 15 years and track values and returns closely. Their…read moreadvisor fees are lower than most and I am very satisfied with the service and returns. They also have the right tools to help you decide what level of risk is right for your situation. When looking for an investment advisor, B&B should be included in your search.

After taking over my accounts they chased them all and did not reinvest the monies. When I asked…read morewhy they said the intended investment avenue was closed to new investors. They should have known that and not sold my investments till without having a plan to reinvest. They did nothing for going on a month.

I have worked with Kurt for the past 2 years and found him to be extremely knowledgeable and…read morecompetent. He was hired by our local company in San Luis Obispo to oversee our 401k plan, and once I met with him decided to do a personal planning session. Kurt did a complete analysis on my current financial status, making recommendations on investment planning, insurance coverage, retirement planning, and wealth management. I appreciate his thoroughness and attention to detail in every area. I highly recommend him.

From the owner: Central Coast Wealth Management's mission is to be the pre-eminent financial services firm on the…read moreCentral Coast of California by helping our clients integrate multi-dimensional aspects of their finances in order to lessen overall risk and be tax efficient in the process. The professionals of Central Coast Wealth Management LLC provide independent, customized, financial solutions utilizing a boutique broker/dealer (Commonwealth Financial Network®) to focus on high-net-worth individuals and businesses. We help clients in all stages of wealth management-accumulating, preserving, and transferring (creating a legacy) utilizing asset allocation* strategies customized for each situation. In addition to coordinating financial affairs for high-net-worth families, helping companies maximize the benefit of their corporate 401(k) plan is another area of expertise.

I have worked with Jennifer Murray for years. She really cares and is not afraid to give you pros…read moreand cons of all options. She has also worked with other family members and is always attentive and honest. I highly recommend her for all of your financial planning needs including investments.

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.

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!!

My parents have been clients for quite a few years and have received quality service from an older…read moreadvisor. However for about 2 years now we have been wanting to explore retirement options and have met privately with another advisor (middle aged). The service was kind and professional, but has not yielded follow up or what we would consider a realistic desire to have us as a client despite our indications otherwise. Finally, within the last 4 months after multiple attempts to request transfer of funds for their management, we were put in touch with a young man advisor. The interaction was uncomfortable at best with the advisor acting very unprofessional, and coming across arrogant, conceited, and imposing. We left with a feeling of disappointment and lack of desire to pursue further relations with the company. It really was sad knowing how well my parents have been treated over the years by the more senior advisor.

I I was also dropped from my 25 year relationship when wealth enhancement group took over and left…read morescrambling for taxe support . Yesterday I found out that my taxes have actually not been filed for the last three years from my LLC after repeatedly asking and trying to verify, I am horrified and incomplete disbelief at how this company continues to operate

When it comes to finances I tend to feel like I'm in way over my head. Thankfully Adi of Financial…read moreResources has been able to help make the world of finances and financial planning easier to digest. Adi has been in the business for a long time and can help you achieve your financial goals for the short and long term. Don't hesitate to call Adi of Financial Resources to have a consultation about how he can help you!

Adi Ringer is simply extraordinary. This is a realm of my life where I can feel overwhelmed…read more First off, Adi asked us many excellent questions to understand who we are, our values and financial (and life) goals. Then (surprise!)...he listened! He took enough time to explain the bigger macro view and also focus in strategically on many details of our portfolio - both short and long term. His considerable experience is confidence inspiring and he is very personable, and an easy pleasure to work with. We are comfortable and in good hands with Adi.

Bryan Crawford really helped me out. Without divulging too much information, I wanted to setup a…read moremonthly allowance for my wife and myself. Previously, this was sent by check. The Nipomo Post Office is very good at misdelivered mail. Bryan set ip a system whereby a monthly check would be automatically deposited into my bank account thereby eliminating the mail entirely.

I've dealt with a lot of companies over the years, but Schwab Retirement Services easily wins the…read moreprize for worst customer service--and not just once. It's been consistently terrible for years. When we submit instructions for them to execute--basic tasks they're paid to handle--two out of three times, they either ignore them entirely or send a vague, anonymous letter a week later telling us to call them. But here's the kicker: the so-called pension plan "customer service" reps don't even have a direct number. You're forced to call the general support line, waste their time, and then get transferred to the retirement department... who never pick up the phone. We eventually had to start including threats in our instructions just to get a response. It wasn't until we escalated to their ombudsman that they finally did what they were supposed to do in the first place. Most recently, a former employee tried to roll over their 401(k)--a straightforward process. Schwab screwed it up three separate times, mailing checks with the wrong name on them. This is after giving them written instructions, plus wasting an hour on the phone telling them exactly what to do. They've never fixed their broken systems, and it's painfully obvious they do not care about their customers, their responsibilities, or basic accountability.