Insurance in Pismo Beach, CA

“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 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!”