Atascadero, CA Financial Services

Great experience. Leslie & Alex provided options and explain actions for everything as we sent through the process. I really appreciated the communication as the loan was ... more

Laughs and good company

Victor really helped out!!

Very nice and very helpful people.

Anazing people.

I do enjoy the help I get at this location Veronica is really awesome! Thanks!

Rebecca is great! Shes definitely an asset to the company forsure!

Everything is great, except no bathroom for patrons. Sad. This used to be standard.

I'm very grateful to have Natali as my financial advisor. She has been there for me and my family to guide us with our investments and help us navigate through the curren ... more

Anyone looking to put their trust in someone to manage their investment money need to look no further than Preservation Capital Group. I've been a client of Tim's for 17 ... more

The best! Gina Krumland has been my Financial Advisor for years. She takes very good care of us and takes the time to really explain the current market. Gina does not pus ... more

Most triumphant service

Can you get an ATM that does ones, fives and tens so I don't have to deal with terrible tellers!

Friendly, helpful and good at what they do. I am always greeted with a smile and my name.

The best Bank ever.

When I needed help on Tax questions involving retirement and how the money goes and which decisions to make. Scott supplied the information I needed to make the right dec ... more

Joe Modica has done my taxes since my first job. His family run business makes you feel welcome, cared for and understood. He always got me good tax returns and answered ... more

Pablo was super friendly and got my taxes done right away. He explained everything very well and he let me know when my returns were accepted. I definitely recommend him ... more

20 min to pump 20 dollars of gas this gas station used to be on point but with the new owners it's gone down hill

Jerry is a great accountant. no mistakes and great advice. The office staff is also highly competent.

Saying how bad this store is they are thieves and don't do anything about it

Mark is the best! Has helped with my taxes for the last ten years and always very professional and honest! Thanks Mark!

Jake Rothman is a world-class financial professional. I highly recommend Rothman Investment Management. I reached out to Jake to help my mother get her finances in order ... more

Justin from smitty bail bond was absolutely amazing . was super distressed when my boyfriend got arrested and Bail was $80,000, and was getting straight shut down by ever ... more

Awfully irresponsible company. Took our papers in only to tell us last minute that they want to file an extension!

Super

Candace and her team are very professional and really awesome at what they do..... I had very messy books and needed help and candace has been extremely helpful and very ... more

Giacomo Licari is the best Financial Advisor I have ever worked with. He was also my dads Financial Advisor who was a long time business owner in San Luis Obispo County. ... more

All the Golden1 Teams on the Central Coast are Great !!!

After what I thought was a good 3-year stint with this office, they decided to drop us without notification. Apparently they're only accepting high dollar clients the ... more

My four years of having Hollie Millard as my tax consultant Has been extremely satisfying as well as beneficial. Her professionalism and efficient manner is why she will ... more

Local banking! I have been banking here since 2000.

In Atascadero, no notary on site, not even the manager. Customer service told me I needed to wait a week to have an appt. to open a savings account there so I made one in ... more

Love this bank!!!!

Old

The WORST..! Absolute WORST & most EXPENSIVE bank in the history of Banking.! I LEARNED at 17 yrs old 40 years ago that its almost like Bank of America charges you to use ... more

We need a wells Fargo branch in ATASCADERO PLEASE !!!!.