Central Coast Financial Advisors
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- Phone:
Main - 805-466-7121
- Address:
- 5905 Capistrano Ave Ste A Atascadero, CA 93422
- Link:
- Category
- Banks
General Info
About Central Coast Financial Advisors Cetera Financial Specialists LLC was founded in 1981 with a vision: Accounting and tax professionals are the financial advisors of choice, and are best positioned to provide their clients with quality, objective financial advice. This was a radical idea that many thought would never succeed. After all, tax and accounting professionals are not sales people. However, these critics missed the point. Accountants and tax professionals are motivated to maintain long-term client relationships rather than focusing on short-term sales transactions. As the client, you are the most important asset. Knowledge of your financial situation places Robert Borish in a position to be your financial advisor of choice.