Trellis Wealth Advisors LLC - San Luis Obispo (CA)

Kat Jenkins Annie is by far the most thorough tax preparer I have been to.

Joe Jeffery Shawna is amazing at her job. I had 5 years of amendments and she handled them all effortlessly. and handled the subsequent letters from the IRS at no extra charge. Great preparer! Professional! And an all around nice woman!

Gustavo Diaz I met Allegra & David outside of work, two of the best souls to be around. Their story is one of a kind and to see the two working together to improve others situations, is incredible. I highly recommend working with Allegra, shes very knowledgeable and passionate to help others.

Naomi Petersen What an amazing and professional person William Peterson is! He is very knowledgeable about financial planning, hes very passionate about helping others. There is no situation he will turn away and he makes everyone feel valued no matter what their financial situation is. You will be in good hands when having his help and guidance.

Tammy Cooper IVE BEEN A MEMBER FOR SEVERAL YEARS. I AM REALLY HAPPY WITH THE FRIENDLY SERVICE. I FINANCED MY AUTO LOAN WITH PSCU. I ALSO HAVE A VISA CARD AND CHECKING ACCT WITH PSCU.