Slocum Wealth Management

H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Orcutt H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.

Welcome to Merrill Lynch in San Luis Obispo, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.