Heritage Wealth Management, Inc. - San Diego (CA)

Arlene Illa Melissa is a Godsend! She never hesitates to respond to any of my questions and always makes sure that all paperwork is completed, submitted, and filled out correctly. Her professionalism is the gold standard. I have had three interactions, two in-person meetings and one conference call. I always come away feeling confident that progress has been made. Melissa is knowledgeable, experienced, and willing to get any answers needed to assist me. I highly recommend her.