Merrill Lynch Financial Advisor Elena Katz - San Luis Obispo (CA)

Aubree Johnson Financial reports are clear, showing rent and expenses monthly. The online dashboard is simple to navigate, saving me time. Their team explains details if needed, so helpful. The user experience is awesome, stress-free. I’m thrilled with their organized financial system.

Gomez Jazmine “Ladybug” I love this place been coming since my Father started working for CCV.

Crystal Romero Shavelle is amazing. She knows her stuff. I go to her for all my financial and buisness needs from my taxes to my life insurance to a roth ira to starting my business!!!. She has lots of knowledge that helped guide me into my future financial planning . Thank you so much shavelle for all you do for your community . You inspire me girl keep up the amazing work.