Investing in San Luis Obispo, CA
3 locations found near San Luis Obispo
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Investing
“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.”
Investing
“Overall, Schwab has worked for our families investing. Over the past 6 or so years that we've been here I've done mostly "Schwab Intelligent Portfolio" and ESA accounts. I've seen 4 different guys in that time so nobody seems to last very long here, but can't say I'm surprised. They're always nice and don't try to push me into something, but I'm monitoring things pretty much on my own so not a whole lot I expect from them.”
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Wells Fargo
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“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.”