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!

Kevin has been our family financial advisor since he took over the office. I am nearing retirement…read morebut we have adult children and children of high school and college age. He manages all their finances with the appropriate risk assessment. I trust his intellect and the work and research he puts into the advice he gives us. I really appreciate that he considers my thoughts and opinions but does not hesitate to let me know when he believes I am off target. I don't want a yes man nor do I want a "my way or the highway approach" Any 401Ks we have rolled over have gone straight to Kevin and he's done outstanding! We have recommended him many times over. Ed jones is a great company. Kevin makes it excellent. Joel J Galles

Kevin has been a very dependable resource, not only planning for my future retirement but also my…read moreday to day investments. I love that Kevin is always willing to meet with me on moments notice and always keeps me in the loop with potential opportunities. I am very greatful for the service he provides!

John Kirkgard, the owner and founder, contrasts nicely with many of the large cookie cutter…read moreadvisers in the area. We have found that these large companies treat clients as a number, and rarely provide the individual attention needed to properly manage investments. When markets are tough and unpredictable it is nice to know that John is looking at my account and doing all he can to balance my portfolio in order to meet my goals. John limits the amount of clients he takes on in order to ensure he does not spread himself too thin. As concerned as I am with how well my account performed in charging markets, it is the performance of my investments over the last three years which really highlight J. Dyhr Capital's successes. John is an independent Registered Investment Advisor based in the Santa Ynez Valley who specializes in Investment Advising, Financial Planning and Wealth Management. Rather than taking orders from a regional or national branch, J. Dyhr Capital's independence allows it to allocate to the best possible investment vehicles for its individual clients. John also close relationships with CPAs, Tax and Estate Planners and local attorneys to assist his clients in all facets of retirement planning. He is local and knows many people in the valley. There is a good chance he is already working with one of your friends or associates. Ask around everybody knows John, and just about every can attest to his strong character and integrity. In our first meeting, John sat down and carefully educated me on the process. He walked me through my complicated quarterly statement from a large local branch and helped me understand the complicated tables and hidden industry vocabulary. If you are looking to chase market returns or flip stocks J. Dyhr Capital is not for you; however, if you are looking for some portfolio stability through someone you can really trust then look to John Kirkgard.

Craig has handled my financial portfolio for over a decade (first at Morgan Stanley until he…read morestarted this Stifel office). I have been extremely pleased with his knowledge and professionalism as well as my returns. I have recommended him to several friends/family who now all use him as well and are equally impressed. I don't even live in CA anymore since I moved to Vegas but I continue to stay with him as I trust him

I met a couple of the financial advisors from this firm at our local Rotary Club. They are clients…read moreof ours and great people to work with. When the Morgan Stanley office closed, some of the investment advisors moved to Stifel. They are now in a beautifully remodeled Victorian house on Vine St. It's worth stopping by to see them just for the tour of the home. While you're there, you can ask for investing, retirement, estate and financial planning advice. Good people.

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.

Terri really is amazing. It's hard to overstate how valuable it is to have someone like her on…read moreyour team. We met her through a referral 5 years ago. She was so helpful through our search, as non-local buyers in a very competitive market. She did so much to help us find the perfect place. While I know she was working with others at the same time, we always felt as if we were her only clients. Diligent, honest, informed, trustworthy and responsive are what you get with Terri. Just recently, we had a property to sell and there was no question we'd be working with Terri. She gave us great insight into what we needed to do to get it ready to list and we had it sold and transaction completed in record time. Five years ago we thought we found the greatest real estate agent, but then realized that we met a wonderful new friend.

Terri is a class act! We have been working with her for over 2 years now to find a home for our…read moreunique circumstances but she keeps trying! She is always upbeat, positive and responsive. We hope to eventually find our forever home on the central coast but until then.... we have found another treasure, and that is a good hearted person who cares about people and her community. The Summers

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?