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9:15AM - 4:30PM
11573 Los Osos Valley Rd B, San Luis Obispo
Financial Advising
“Cole and his staff are amazing! Honest and hardworking with great attitudes! I have been coming to Cole for my taxes for about a decade and he has never let me down! His precision has saved me! Thank you Cole!!!”
“Living in a community with many retirees—both local and new to the area—it’s so important to have someone you can truly trust. Cale is a local family man who provides guidance and secure investments that give his clients confidence for life. He’s a steady, reliable advisor who always puts his clients’ best interests first.”
“I opened my accounts with Mechanics Bank the day Rabobank closed. I've never had a problem with the bank personnel, the services have always been top-notch and the staff has always responded efficiently to my questions and transaction needs. Whether in person or by phone, they have always been courteous and knowledgeable.”
“Jim Hamari has been my financial consultant for about 25 years. He is an absolute pleasure to work with. As I said to some friends recently: "I consider Schwab to be the gold standard of client service. You can double that for Jim Hamari."”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I love this Bank. I started banking with them in 1996 when they were Mid-State Bank & Trust and continue to bank with them. As far as what Nick L had to say - you should have signed up for online banking. That is what you had to do when you went to Wells Fargo (to sign up for online banking to get your current list of transactions). Plus, it's only $1. And all of these fees are disclosed upfront. There's a reason why Rabobank continues to receive awards for customer service... don't let someone's whining sway you.”