Susan Preheim

Preheim & Co CPA's is a trusted accounting firm based in San Luis Obispo, CA. They specialize in providing comprehensive accounting services for businesses and individuals, offering expert guidance on tax planning, financial reporting, and bookkeeping. With a team of experienced Certified Public Accountants, Preheim & Co CPA's ensures personalized attention to each client, tailoring their services to meet specific needs and goals. Their commitment to accuracy and integrity sets them apart as a reliable partner in financial management. Generated from the website content

Crew Wealth Management, located in San Luis Obispo, CA, is a registered investment advisor and separate entity of LPL Financial. Led by William Henry Crew III, a Registered Representative with LPL Financial, the firm offers a unique approach to retirement planning services and strategic partnerships to help clients experience the difference in their financial journey. With a focus on providing more information on their services, offering complimentary consultations and portfolio stress tests, Crew Wealth Management aims to assist individuals in achieving their financial goals through personalized financial planning and investment advice.Generated from the website