Wow, after all these years of buying, selling, and refinancing it was Envoy Mortgage that was the…read morebest.. Even though I don't live in Cambria I was able to do my refi from San Diego without any issues. Previously I went with a large national credit union. I basically got lost in their massive system. I didn't get any help and got little communication. Envoy on the other hand was a completely different experience. In a nutshell this was the easiest loan process ever. There were constant updates and communications from our loan officer Jeff Tanaka. It took about three weeks total to get my refi closed.. - At every stage of the loan process you'll receive a short video via email that explains the stage and what the next steps will be. - Highly recommended no matter where you live.

From two professional customer service people to another, Jeff Tanaka's performance was stellar,…read moreabove and beyond, and absolutely marvelous. Jeff your personality matched wonderfully with ours while maintaining your professionalism. The Creme de la creme was you bringing us lunch on moving day.

Chris is amazing! This is the 2nd time he helped us sell a property. He goes above and beyond to…read morehelp his clients. You couldn't ask for a better realtor. Thanks again Chris for all you did for us.

Chris is amazing. By far the best realtor we've used (and we have purchased a number of homes). He…read moreis very knowledgeable about the local area (especially from Cayucos down to Avila) and is flexible, patient, easy-going and responsive. All the things you want in a realtor and nothing you don't. I am high-maintenance, nitpicky, emotional and crabby and he rolled with the punches at every step of the way, explaining things and reassuring me all the while. I would highly recommend Chris if you want someone level-headed and honest. He also is detail oriented which I found lacking in a lot of realtors we worked with in the past. (I mean, one of them kept spelling my name wrong on all the documents!). As good as it gets. Gayle (in the same office) is also awesome and is helping my mom buy a home here now.

John was a wonderful help to us. He was always available and totally responsive to our…read morecalls/texts/emails. He used Docusign for easy approval signatures. We highly recommend him for anyone wanting to buy or sell. In this case, he sold our house.

My wife and I live on the east coast (for now) and were looking for a vacation home in Paso Robles…read more Since we would be buying a place so far away, in an area we were not too familiar with, it was as expected, scary. We were connected with John Donaldson due to his vast experience and understanding around rentals in the Paso Robles area. We worked with him for close to 9 months until he found us the perfect place. He was not pushy by trying to get us to look at places we knew we did not want. When I had questions, he was always available. When something looked like a possibility, but he knew the area was not a match for whatever reason, he would let us know. When a listing came through we were interested in, we reached out and within hours we were face-timing at the property. If we were not interested, he understood why and would move on to the next one. When we did find a place, he strategized with us on the offer and was really in our court making sure our interests were his main goal. He scheduled contractors and inspectors for us and made sure they were there to work for us to make sure we understood all risks of the property. The closing went very well and he has a lot of connections in the area, which was very helpful for someone out of state. I cannot recommend anyone more highly, that understands the Central Coast Real Estate market better, and will work harder for you than John Donaldson!

Staci and Mark have been awesome to work with! We moved from one state to another. From the…read morebeginning of the home search up until the final purchase, Staci and Mark were with us! They recommended a very nice yet affordable hotel to stay with our dog when we came up one weekend to view homes. Staci, our primary contact, thought outside of the box for us so we had several options from which to choose when looking for a new home to live. Her attention to details and follow-through were amazing! For example, several weeks after the purchase was done, she delivered two new stove knobs to us to replace one that had broken. Staci and Mark are a very personable and likable team I'd highly recommend them!

Charlotte helped my family and me sell my grandmother's home after her sudden and unexpected…read morepassing. I cannot overstate how much we appreciated her guidance and support during such a difficult time. She responded promptly to every question, helped us find and coordinate an estate sale, and made the entire escrow process feel manageable. Charlotte's resourcefulness and experience helped us sell the home at a very competitive price. Beyond her professionalism, we appreciated the care she showed our family throughout the process. I highly recommend Charlotte to anyone looking to buy or sell a home.

I honestly don't know if you could have a better real estate agent. Unique situation, you work with…read moreCharlotte you also get her husband Adam as well, so you have two great agents working together. Super professional, communication is as good as it can be, and they give great advice. Great for residential use homebuyers, and in my opinion, even better as investment agents. Great at what they do professionally, but even better human beings. Can't go wrong!

#### Yelp review Dan…read moreHerron with BBFS, Inc. was an incredible help when I became the executor of my grandmother's estate and needed assistance with tax paperwork. From the start, he was professional, patient, and kind, answering all my questions and making a stressful process much easier. His expertise and thoroughness gave me peace of mind, so I could focus on supporting my family emotionally during a challenging time. I'm deeply grateful for Dan's help and can confidently say he's the best!

We had our 2018 taxes prepared by BBFS after our long-time CPA had to resign in the middle of tax…read moreseason due to health problems. This was done without a face-to-face meeting. We thought their fees were high compared to transactions with our previous preparer's. Later, we made appt. to discuss implications of 2019 real estate transaction. Before our appointment, someone phoned us and now BBFS is billing us for telephone consultation. We kept the appointment which gave us identical information (no charge). We're confused about their policies and will not go back for 2019 taxes.