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American Principle Bank
American Principle Bank is focused on building lasting personal and business
relationships based on their core principles of “integrity, commitment,
expertise, communication, and service.”
4051 Broad St., Ste. 140, San Luis Obispo
(805) 547-2812
www.americanprinciplebank.com
CapWest Securities, Inc.
Specializing in providing real estate investors with Tenant-In-Common tax deferred
replacement opportunities for their 1031 exchange.
860 Osos St., San Luis Obispo
(805) 543-1031
jeff@coastalequities.net
Machin and Associates, Inc.
Providing the Central Coast with professional, elegant design solutions that
shelter and inspire. Artistry that creates a sanctuary for both mind and body.
3916 State St., Garden Ste., Santa Barbara
(805) 898-1696
www.m2architecture.net
Maguire Investments, Inc.
A 50-year legacy based upon creating a relationship with clients. Success and
peace of mind are achieved through wise investing. Your family, your future.
1862 S. Broadway, Ste. 100, Santa Maria
(805) 922-6901
(800) 244-4183 (toll free)
www.maguireinvest.com
Morgan Stanley
The Thomas Team (Melinda Thomas and Jamie Thomas Wong) specializes in 401k and
Retirement Plan Advisory Business and provides unbiased advice to employers and
employees.
755 Santa Rosa St., San Luis Obispo
(800) 736-1150
(805) 549-2416
www.morganstanley.com
Morris & Garritano Insurance Services
Protecting your home and your future. Providing insurance services since 1885.
Home & Auto, Business Insurance, Workers’ Compensation, Employee Benefits,
Surety Bonds, and Life.
1122 Laurel Lane, San Luis Obispo
(805) 543-6887
www.morrisgarritano.com
Taylor Frigon Capital Management LLC
An SEC-registered investment advisory firm that helps investors build wealth
and create multigenerational financial legacies by offering financial planning,
investment management, and family office services.
950 Jensen Rd., Paso Robles
(805) 226-0280
www.taylorfrigon.com |
