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!

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.

App does not work!! It has logged me off multiple times has asked me to change my password, then…read moreasked to switch my username! Now can't get into my app to Zelle. Called to reset, long wait, was not able to talk to anyone then they closed. Was hoping to go to bank tomorrow, Saturday, they are closed. Can't pay my tax preparer. Not happy with this bank at all. Once my tax refund comes in, I'm leaving to another bank.

I had an amazing experience at this branch compared to all the other ones. All the tellers were…read morepolite, helpful and pleasemt. From the moment I walked in I was greeted by all of them,Great customer service from the teller that attended me, she was attentive to my needs and knowledgeable.She smiled the whole time and carried a positive attitude.The energy in the branch was joyful and enlightening, not dark and filled with snotty tellers. I will always to choose to go to this branch instead of the near by branches or SLO branches. Give them a raise because it makes a difference in someone's day when receiving great customer service.

The previous financial advisor was amazing, as was his admin, he moved to Santa Maria, look for…read morehim! The new guy is ok, the major issue is his admin, Trinity! She is very rude and impatient and has no compassion for other people. We had to move out of the area for work and had a lot going on not just with new jobs but with finding housing and health issues. Trinity could not understand this and instead of working with us she dropped our account with out notice after 10 years at that location and almost 20 with EJ!! We were dumped with some guy inMissouri when we live is San Francisco! Not only that but she turned off our contributions to our accounts, again without notice. I doubt they will be at this location long with her lack of business acumen. If I could add negative stars I would.

Brian Portesi is a CPA. We have been working with Brian and his staff for many years. Brian brings…read morea fresh approach in working with individuals and businesses to provide great tax and business operational advice to all of his clients. Whether you are in need of a full service CPA firm to handle all of your personal bookkeeping, finances and document preparation or just simple tax document preparation Brian and his staff can help you. Brian also specializes in working with businesses and their owners to assist with finance and operational opportunities including tax advice, accounting advice and investment analysis. Brian works with both our family and our business -- we highly recommend his services.

The BEST MOST KNOWLEDGEABLE ACCOUNTANT ON THE CENTRAL COAST...PERIOD. A little pricey but he is…read morethe best and has a great knowledge of the tax codes and changes particularly real estate rules.