CoastHills Wealth Management - San Luis Obispo (CA)

Chief Solver Maybe shes just a really busy entrepreneur that needs more assistnace and better structure/organization. But they eventually got around to my file and delivered on everything. Make sure you follow up, Marie and her staff definitely have the knowledge to make it happen for you, but make sure youre in regular contact with whoever is handling your case.

Kristy Keusch Been going to jim for years. The number one downfall of owning rental properties is tax season. But Jim never fails us. It helps to know we have a trusted tax guy on our side. I absolutely refer any and everybody I know to him ~Keusch family

Wasani Williams My experience here overall amazing. Working with some of the best people I have ever met! This place has changed my mindset and has helped me in aspects of my business and my personal life. Highly recommend if you have dreams and goals you want to achieve!

Isaiah Perez I got assisted by Alex Heitter and he was great. He was able to help me open an account and was helpful through the entire process. All of the staff have a welcomeing demeener and were very kind