Eagleson Arndt Financial Advisors, LLC - Thousand Oaks (CA)

Randy Marsh I had my taxes done by Gary Moran for 15 years until he retired. Gary did an outstanding job. When he left he sold his business and customer list to California accounting. I gave them my taxes in January and in April got a call from a temp that they hired that said that she was working from home in Elk Grove. My taxes were barely completed on time and not done anywhere near as well as before. I ended having a significant payout and discontinued my relationship the following tax year

Colin Hallatt I called to inquire about exchanging money and got hung up on twice

Lynn Stech Heritage Wealth Management is an outstanding financial service provider, with knowledgeable, friendly staff. We have been with them for over 10 years.