Travis Loughridge, Bankers Life Agent and Bankers Life Securities Financial Representative - San Luis Obispo (CA)

Kendra & Jim Ussery We couldn’t imagine banking anywhere else. Mila, Tracy, Maria have been especially helpful, going above and beyond. The whole office is a pleasure to work with. Thank you!

Cara Weston Kim is amazing! She knows her stuff! I highly recommend her tax services.

Anna Marie Holmberg I want to say a special Thanks to the great Thrivent team of Tyler Jones and Michael Miller. It has been a wonderful experience getting to know and work with them this last year. They always made me feel like I had their full and complete attention. Their self confidence and guidance has meant so much to me. Every question I asked big or small, was answered efficiently. They directed and guided me to make good financial decisions. Their goal was for me to understand all the facts and information, and what the impact would have on me now and also my future. My time and money was treated as it was their time and money. I am very appreciative of the respect they constantly displayed towards me. I feel comfortable recommending this team to anyone.

Jorge Encinas Castillo Helped me when I needed it. Interest was high but took care of what I needed and paid it off early to save some cash.

PJ Lenz We have been with Willow Creek for a few years and could not be happier. They have guided us every step of the way with patience and kindness. We are well informed and able to make good decisions thanks to our awesome financial advisor, Dave Homan at Willow Creek. We highly recommend them!!!

Mari Agree with below. Would not recommend to my enemy

Peter Marshall TLA Tax Preparer was Fantastic! I started my business the last year and it turned out i had been doing all the bookkeeping wrong. Terisse came in fixed everything and didnt just make sure I got all of my deductions, but went through several times to ensure I got everything I could. Will definitely recommend.