Investing near Grover Beach, CA

“Anna Farmer is so great! Stopped in to open an account & get more info about credit. Left pretty much an expert on credit lol. She is very knowledgable! The store as a whole seemed very nice & friendly also!”

“Wes and Dru are so great to work with. I appreciate the personal approach they take with their clients and that do their homework before client appointments. Friendly, professional and trustworthy! I definitely recommend them.”

“I highly recommend Josh Rocha for any financial advice. I have had the pleasure of working with him, and I have always been impressed with his professionalism and expertise. He always takes the time to listen to my concerns and offers valuable insights that help me make informed decisions. Josh's approach is very respectful, and he never pressures me to make decisions. He always ensures all my questions and concerns are addressed, and I feel comfortable with our direction. Unlike other advisors who may confuse you with jargon, Josh Rocha is a trustworthy financial advisor who will guide you toward the right financial decisions. I can't recommend him enough to anyone seeking financial advice.”

“My wife and I have conveyed to Ryan Curtis many times how impressive his level of service is for all of our financial aspects of life. We are so appreciative for having the opportunity to work with Ryan given his integrity. This for us was the most important factor in entrusting Ryan to help us move forward toward financial goals with him as our financial advisor.Ryan is exceptional in explaining available products and services to help us evaluate and inform our financial decisions. Ryan’s clear presentations, expert analyses, and knowledge of market conditions are very comprehensive, as well as readily understandable. As a result, we’ve conducted a multitude of financial investments and engaged in many related financial services. Some examples of the latter are life insurance policies tailored perfectly to our circumstances, mortgage financing and refinancing analyses, and estate planning and dispensation. We engage frequently with Ryan for financial perspectives and corresponding investment options, and thus have steered our portfolio with full knowledge of the risks and benefits conveyed. Ryan has always worked in our best interest and is balanced in his approach to investing and management of finances. He helps understand ways to set realistic financial goals for the present, and that all important life pursuit of planning and solidifying goals for retirement.Expanding on the above mentioned estate planning, this for us was a complex and lengthy process whereby we sought Ryan’s assistance and recommendations. He provided exceptional referrals and arranged for internal expert analyses of our documents via knowledgable and proficient Stifel advisors and attorneys.Based on our continued positive experiences and outcomes, my wife and I have recommended Ryan to many others, including family members, friends, and work colleagues. Ryan is a tremendous asset for his communication skills, financial analytical capabilities, capacity of analyses, continuously demonstrated integrity, and an ever-expanding knowledge of the many dimensions of financial products and services. Those who’ve followed-up with Ryan have all conveyed back to us their ‘thank you’s’ and appreciation, citing Ryan’s high level of service, honesty, and straightforward financial approaches tailored to individual needs and circumstances.My wife and I highly recommend Ryan Curtis.”

“I don't know exactly what the other reviewer is not satisfied about, but I have worked with a lot of financial advisors throughout the years and David is the best I have dealt with. Great communicator and gives advice even when it doesn't profit him.”

“Moises and his right hand gal Melanie are wonderful! This team of skilled professionals has managed my folks financial portfolio for several years now. I recently got to know them when we were working through the final stages of my father's lung cancer hospice and needed to go over their investments and how the transition of assets would take place. My dad was very untrusting of investment advisors after being fleeced to the tune of about $85,000 several years ago. He finally moved all of their investment assets over to the care of this amazing team at the Pismo Beach Edward Jones office about 8 years ago. During that time "M&M" as I call them have provided nothing but excellence in customer service and direction on my folks investments. Because of this, my folks have been able to relax & enjoy comfortable financial security and leave a legacy of all their hard work to their family when they pass. Moises and Melanie actually care about their clients. I mean deeply care. Without pushing personal comfort boundaries, they make sure their clients are well taken care of and their compassion in deep knowledge are voting compare. I'll be moving my investment account over to the now that I've moved to the central coast!”