Finance & Insurance*

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Finance & Insurance*
Educational Employees Credit Union

Credit Unions

Credit Unions
The Rice Partnership

Financial - Advisors Cal Poly Alumni Owned
The Mortgage House

Real Estate - Loans & Finance Mortgage Banking
Catherine Riedstra - State Farm

Insurance
Charles Schwab & Co. Inc.

Financial - Investment Companies
Rate

Real Estate - Loans & Finance
Versant Advisors, Inc.

Accountant - Certified Public
Bank of the Sierra - San Luis Obispo

Banks

Financial - Advisors
UMB Bank

Banks
Meredith Insurance Center

Insurance
Ironbridge Wealth Counsel

Financial - Advisors
DiBuduo & DeFendis Insurance Brokers, LLC

Insurance
Central Coast Lending, Inc.

Mortgage Banking
Trellis Wealth Advisors, LLC

Financial - Advisors
Olivia Bravo - Allstate Insurance Agency

Insurance
Banc of California

Banks
Glenn Burdette

Auditing Tax Services Estate Planning Accounting & Tax Services Bookkeeping Services Business - Consultants
Edward Jones - Gaddis Financial Services Group

Financial - Advisors Cal Poly Alumni Owned
U.S. Bank

Banks
Arthur J. Gallagher

Insurance
Mechanics Bank - Santa Rosa Street

Banks
Hicks Pension Services

Cal Poly Alumni Owned Pension & Retirement Plan Consultants
Columbia Bank

Banks Mortgage Banking
Phillip B. White & Company

Financial - Advisors
Controller-on-Call

Accounting & Tax Services Notaries Bookkeeping Services Payroll Services
American Riviera Bank

Banks
Edward Jones - Financial Advisor: Emery Luper

Financial - Advisors
Mechanics Bank - Broad Street

Banks
AgWest Farm Credit

Banks

Insurance
Certainty Home Lending

Mortgage Banking
Fidelity National Title Co.

Insurance
Golden 1 Credit Union

Credit Unions
Point Sur Advisors, LLC

Financial - Advisors Cal Poly Alumni Owned Woman Owned
Mosaic - Business Services

Accounting & Tax Services Tax Services Bookkeeping Services
Sousa and Company, CPAs LLP

Accountant - Certified Public Accounting & Tax Services Auditing Bookkeeping Services
Bank of America

Banks
BIIIG

Business & Professional Services* Business - Loans
Hilde Minkel & Associates

Pension & Retirement Plan Consultants Woman Owned
Mission Bank

Banks
Murphy Bank

Banks
Pacific Trust Mortgage

Real Estate - Loans & Finance
West Coast Community Bank

Banks
Minton Insurance & Financial Services

Financial - Services Surety & Fidelity Bonds Insurance
Connect Accounting

Accounting & Tax Services Minority Owned Woman Owned
Stifel Nicolaus & Company, Inc.

Financial - Services

Surety & Fidelity Bonds Financial - Services Insurance
Sunrise Mortgage & Investment Company

Mortgage Banking
Edward Jones - Financial Advisor: Joe Boche, AAMS™

Financial - Advisors
Foronjy Financial

Financial - Services
SESLOC Credit Union

Financial - Services Credit Unions

Insurance
Community West Bank

Banks Cal Poly Alumni Owned
Farmers Insurance

Insurance
CBIZ Ericson

Accountant - Certified Public
Shows CPA and Consulting, Inc.

Accountant - Certified Public
Corvus Wealth Advisors

Financial - Advisors
Central Coast Trust

Financial - Services

Credit Unions Nonprofit & Associations
Caliber Audit & Attest, LLP

Accountant - Certified Public Cal Poly Alumni Owned Woman Owned
Ann M. Palmer C.P.A.

Accountant - Certified Public
State Farm Insurance & Financial Services - Rodriguez

Insurance

Minority Owned Mortgage Banking Real Estate - International Real Estate - Loans & Finance Real Estate, Moving & Storage* Seniors - Retirement Housing Veteran Owned Real Estate - Reverse Mortgage
EP Wealth Advisors

Financial - Advisors
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