Financial Advising near Nipomo, CA

12 locations found near Nipomo

“Knowledgeable, impressive, confident, trustworthy, motivated and personable are just a few adjectives to describe Jefferson Ledgerwood. We have been with Jeff for some years now and trust him implicitly. He is there for you as much or as little as you need and personally tailors your portfolio to suit all your investment and retirement needs, and more. Thank you for the peace of mind you have provided for my husband and I through the years and we look forward to working with you through the years.Jess and Kia Moran”

4.5 Superb2 Reviews

“I have had a wonderful experience switching all of my business and personal taxes over to A1 accounting during a dissolving of a partnership, switching from a C Corp. to an S Corp. in California, along with the addition of shareholders and general ledger‘s, that had not been updated for years. Carol came in and did everything so smoothly and beyond my wildest dreams. I would recommend her to anybody. If you want someone who works for you, then give Carol a call.”

4.2 Good11 Reviews

“Mr. Bravo has helped me take care of my money for years and is really helpful in explaining financial terms I don't understand. I started saving my money at a really young age and he's helped it grow so much since then. I really can't tank him enough for all the patience he has with others.”

5 Superb1 Reviews

“The team at Rohr always takes care of us great to our yearly taxes (5 years now). I've also gotten some solid business setup advice from Daniel. Kate on the front always gets me schedule, misc questions answered and for all the e-filing each year. Thank you all!”

3.3 Good9 Reviews

“This bank has a lot of bad reviews on google. I’ve been to 3 branches arroyo grande Guadalupe and the Santa Maria location on battles and I never had a bad experience.”

1.8 Poor11 Reviews

“I have worked with Jennifer Murray for years. She really cares and is not afraid to give you pros and cons of all options. She has also worked with other family members and is always attentive and honest. I highly recommend her for all of your financial planning needs including investments.”

0 Na2 Reviews