Oak & Vine Wealth Management - Paso Robles (CA)

Julia Rock Justin and Jennifer are both delightful to work with! Justin has managed our account for the past two years with great success. They follow up with us regularly and keep us informed as the market changes. The thoughtful cards and gifts they deliver throughout the year are a nice touch, Justin even delivered an apple pie to our house for July 4th! Investing can be overwhelming and scary but Justin Gomez makes it easy to understand and, even better make a nice return. Jennifer is incredibly helpful and friendly. We are so happy to be here!

Exploring Dimensions 4 All I saw a contractor at this place who said he doesnt want to deal with investors who want to invest less than $150,000. He should have told me that 2 days ago when I made the appointment.

dp Highly recommend! I probably review them every year because each experience is so good. Super chill and easy to work with, great job, make handling taxes an effortless and headache free experience. Give them a call, they are also very generous with answering questions even if you dont use their services. I would honestly pay 5 times the price for such great support.

Will Spoonsly All I needed was some info for my gma, and they were super helpful!