Best Financial Advisors in Santa Maria, CA

“He went above and beyond to make sure everything went smoothly by answering any questions I had, checking in, and providing me with important details/updates.”

“The products we offer at Creations Coastal can earn you a reasonable rate of return over time while still protecting your principal. The “red line” represents the movement of the stock market, while the “green line” represents your rate with a fixed ...”

“We construct custom portfolios based on an investment philosophy rooted in facts and common sense. We don't have any magical mathematical models, secret formulas, or hot stock tips to share. We do, however, have experience, expertise, and an unwaveri...”

“Allmerits Financial & Insurance Services is independent financial agency which provides premier financial services including retirement planning, families and businesses protection, college savings and estate planning. As one of the fastest growing c...”

“These days, only on television is landing your dream job after graduation a thing that could actually happen. The reality is, in a recent survey of 503 - recent grads - entry-level job seekers by national career matchmaking firm GradStaf, “nearly 70 ...”

“We know the impact a strong financial foundation can have on your future; likewise, we know that a lack of preparation can distract you from the values and goals in your present. Whether we're helping you establish an estate plan, wealth transference...”

“I had terrible experience with a local tax prep company and Rohr & Associates fixed their errors like pros.”

“Pat is great to work with.”

“When we decided to move to the Central Coast, we were so happy to learn that our accountant, Doug Matthews had moved here as well and established CA Tax Pros.”

“Bruce looked at the returns I filed for the last two years, found some issues that he quickly resolved, and is helping me plan out quarterly taxes for next year.”

“Of course, Steve is quick to direct clients towards specialized financial advisors when appropriate (he is not a tax advisor or mortgage lender, for example).”

“Once you meet with them then your understand the the 5 star rating.”

“I moved my retirement money here from another advisor, and am blown away at the level of service I've received.”

“Fun day.”

“Since the beginning, we have been committed to making investing accessible to everyone. As a wholly independent financial planning firm in San Luis Obispo, CA, offering wealth management, retirement planning, and more, we are able to put each client ...”

“Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through registered representative of Cambridge Investment Research, Inc., a broker-dealer, member of to res...”

“Under their direction, I have taken full advantage of my employer's various investment plans, begun my estate planning, and have seen my family's investments grow.”

“How pleased and fortunate I am to be able to work with Bryan in helping secure my financial future.”

“Additionally, they showed us areas we could improve our financial stability and protection for our family, and then helped us set up life insurance policies, a living trust, a pour over will, advanced health care directives, and power of attorney for...”

“My favorite part of working with them was establishing our short term and long term goals and seeing their detailed reporting on exactly what income and asset acquisition we'd need to hit our goals.”