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!

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 team at the Paso Banc of California branch is absolutely, hands down, the best group of banking…read moreprofessionals our small business has worked with. Kind, as in walk documents down to your business to get them signed when they know it's a busy time. Exceedingly professional (and we were with this team when they were Pacific Western, all the way through Covid nightmare), and just great to work with.

The Paso Robles Branch of Banc of CA takes very good care of our corporation and us, as owners. We…read moreappreciate all of the people at Banc of CA and especially the folks at the Paso Robles Branch of Banc of CA.

I qualified for a loan with a 850 credit score as a single Mom in 2012, I trusted Tyson but he…read moresold me a predatory loan after a 30 day credit check. I finally confronted him over a decade or more later to explain how his deliberate actions affected my family and he was a salesman and wouldn't even talk to me about it. I was hoping he would respond as a local businessman who truly cared about his clients but unfortunately that is not how he responded. I trusted him and he took advantage of me and my family and chose money and the deal before his clients.

We have known Tyson for some time and he is serious about helping you with your mortgage or…read morerefinancing. He is so knowledgeable about what loans are right for you and your needs. He gets to know you and effectively works on getting you the best deal, the best rates and financing you can afford!

Actually ********** 10 Stars! This woman is an angel. She went out of her way to support us over…read morethe phone, by text, in person and on weekends. She is so knowledgeable and great at teaching. She was quick with making appointments and always on time. Mary helped us untangle a book keeping nightmare from a previous owner and helped us flourish. We couldn't have done it without her.

Mary is AWESOME! We enlisted her help when our (then fledgling) winery's books needed to progress…read morefrom a shoebox of receipts and 47 different Excel spreadsheets to Quickbooks Online. With a quick consultation and wave of her magic wand our business bookkeeping went from a yearly headache (because let's face it, that's about how often we were actually buckling down to deal with the shoebox) to a monthly organized dream! With this part of the business taken care of by a true professional we have a bit more time to deal with the day-to-day business. Mary is very patient and easy to work with. We have managed to do everything with her over the phone and email for the past 3+ years now. She is affordable and will take at least one thing off your plate!

I used Ross | Carreiro | Brown CPAs for tax preparation and advisory services. In June 2025 I paid…read more$1,933.59 in person to close my account before relocating out of state and was explicitly told my balance was paid in FULL. Two months later, I was contacted and told I owed more money. The balance then changed multiple times -- first I was told $800. Then, AFTER a "50% discount," I was told the amount owed was $1,193! There was no clear or coherent explanation. Invoices issued months later included "Income Tax Return" charges despite my prior payment and being told the account was closed, making the billing appear retroactive and inconsistent. Communication was slow and unreliable despite repeated follow-ups. I was told the head CPA, George, would get back to me about my billing dispute once he was back from vacation. Two months went by before I reached out again and heard anything. I made a reasonable, good-faith offer to resolve the matter if a final invoice confirming no remaining balance was issued. That never happened. Instead, billing continued, including yet another invoice sent in January 2026. Their billing practices are confusing, delayed, and poorly managed. I would avoid them, but if you don't, I strongly caution you to scrutinize invoices carefully and not assume that being told an account is "paid in full" actually ends billing. Document everything. This was not a good experience - on top of their already exorbitant fees.

I am so happy I found George and his amazing staff. I couldn't be happier with their service. Not…read moreonly are they extremely professional and knowledgeable, but they are also so easy and a pleasure to deal with. I feel very confident in this firm, I love Liz. She goes above and beyond to help. After my accountant of 35 years retired, I met with a lot of firms, and I wasn't very impressed. After meeting with George, I knew I found the right fit. Taxes are stressful, and very personal. It's refreshing to have a staff of intelligent experience people helping you with your filing. I would highly recommend this firm.

I have been with Jennifer and Ryan for 3 years now. They are…read moreReliable, Trustworthy, Smart, and Energetic. They treat me with dignity and respect, and make time for all my questions and requests. Most of all they are guarding and investing my assets much better than I could, giving me hope for a comfortable retirement. I would strongly recommend their services for anyone on the Central Coast

My wife and I are clients of Jennifer and Ryan who own and operate Legacy Retirement Advisors. We…read morehave been with them for many years and have been very pleased with their financial advice and professional care. Always willing to meet and discuss any concerns we have they are both people we trust with our retirement planning.

We've got Greg as our tax guy and man is it nice to have someone local, and trustworthy…read more With my wife owning her own business, me working two jobs, there is A LOT to do come tax time. TurboTax just isn't cutting it anymore. Greg is funny, open, easy to chat with and great and explaining things so I understand and feel good about the decisions and choices we're making. Their office is nice, it's easy to access, and it feels safe and private, all the things I want when talking about money. The prices are good, not to say it's cheap, but I feel that the work I am getting done, the time and effort he has put in, his ability to be reachable when I have questions all go toward a quality job that is worth paying for. In addition to tax work they also do bookkeeping and financial management. Greg is not taking clients as of now, but his dad Joseph still is. So I'd feel free to give them a call to meet.

Joe told us things that were incorrect, causing us to miss out on savings with IRA accounts. Found…read moresomeone much better in San Luis Obispo.

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!

Clearly inexperienced financial advisor that shrugged my business partner and I off when we…read moreapproached for advice regarding scaling. Said that our goals were not worth the time despite us being paying clients

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.