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!

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.

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.

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!

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 recently sold my vacant property and Lindsey and her staff were always available when I needed…read morethem. Lindsey's knowledge, quality and expertise went above and beyond anything I ever expected. I would definitely use Lindsey and her team again. Thank you. Karen C

Lindsey Harn is a knowledgeable professional realtor that can master any transaction with…read moreefficiency. We highly recommend Lindsey for your next real estate agent.

I have been helped by Crew Wealth Management since 1994. I've recommended this company to my…read moreparents, sisters, brother and daughters. All have put their trust in William Henry and his great staff. What I like best about this company is the good advice that's resulted in amazing growth, the ease to which I can talk to anyone in the office, and the helpful meetings that are scheduled pretty much as often as I've needed them. Give him a call!

I am not one who usually leaves a review, but my experience was such, that I felt the need to open…read morean account and share my experience with others, knowing Elena's care will extend to others, too. I recently worked with Elena Stanley to help manage an inheritance I received. While I wouldn't consider myself a highly knowledgeable investor, Elena took the time to thoroughly educate me on my options and guide me toward a strategy aligned with my age and risk tolerance. I truly appreciate her calm, patient approach. She has a natural ability to teach and explain complex concepts in a way that made me feel confident and comfortable investing my inheritance. Elena also provides consistent touchpoints throughout the year, which gives me reassurance and confidence that I'm on track to achieve my goals. I'm very grateful for her guidance and support.

My husband and I worked with Elena Stanley to get a clear picture of our personal and business…read moreaccounts. Through the financial plan we created we have confidence in our ability to save and invest to meet our future goals. One of our top priorities is saving for our young children's education, she explained the benefits of a 529 and is helping us save in the most tax efficient way for this future expense. She was also able to help us consolidate old 401k's from previous employers. Elena was patient, knowledgeable and trustworthy. The office also has convenient parking for clients in the heart of downtown SLO

I am soooooooo incredibly grateful for T.J. and all the hard work he gracefully demonstrated during…read morethe purchase of our first home. For a year we looked at properties, discussed financial moves, chatted over dinners, exchanged countless group texts, shared tips and tricks and continued to have faith that we would find a home to purchase in SLO county. Travis came through! If you are looking to work with someone who will be transparent and honest with you, he's the guy! Thank you Travis for making this entire process enjoyable and rewarding.

Comet Realty was always a pleasure to work with for my stay in San Luis! I needed a place to stay…read morein a pinch from a relocation, and within a day, Hayley was able to show me the place I'd eventually be staying in for a year. Interacting with the team was always pleasant and my rare maintenance needs were addressed very promptly. Overall it was an awesome time!