“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.”
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LF Financial
(2)
“Excellent service, important information.”
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Creations Coastal Financial & Insurance Services
Annuity Products, Life Insurance, Retirement Strategies
“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...”
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Ogden Wealth Management & Services
(1)
“We have had the Ogden Wealth Management team handle our investments for over 16 years.”
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John's Financial and Health Services
“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...”
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Ameritrust Capital Management
“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...”
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Rohr and Associates Cpas
(3)
Estate Tax Services, Business Succession Planning, Consulting
“I had terrible experience with a local tax prep company and Rohr & Associates fixed their errors like pros.”
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The James Financial Group
(1)
Team
“I have been very pleased with my investment performance since I moved my funds to The James Financial Group.”
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McDermott & Apkarian
(1)
IRS Audit Representation, Succession Planning, Offer In Compromise
“Pat is great to work with.”
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Right Brain Money
(1)
Samples, Fees
“This name is hilarious”
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CA Tax Pros, Formerly the Tax Gals
(4)
Individuals, Financial Planning, Payroll Services
“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.”
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Ekmanian Tax & Accounting, A Prof Corporation
(3)
“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.”
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Live Oak Wealth Management
(2)
Mutual Funds and Income Tools, Insurance Needs and Analysis, Wealth Management
“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).”
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Maguire Investments
(2)
“Once you meet with them then your understand the the 5 star rating.”
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Phase Line Financial
(1)
“I moved my retirement money here from another advisor, and am blown away at the level of service I've received.”
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Brittingham Financial Group
(1)
“Fun day.”
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Thornburgh CPA
Quickbooks Services, Business Services, Tax Services
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
“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 ...”
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Monarch Financial Solutions | Dave Ramsey Smartvestor Pro
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“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...”
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Vivid Financial Managment
(4)
“The best, nicest, most helpful professionals that I've ever dealt with!”
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Aquila Wealth Advisors
(9)
Goals
“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.”
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Retirement Planning and Investment Management Services in Santa Maria, CA Cost Estimates