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

Brian Wilson Great office and always prompt with replies.

Caezar Ancayan I stopped by this shop recently looking for vintage watches, and had a great experience. James—if I caught his name correctly—was incredibly helpful, knowledgeable, and kind. Even though I arrived close to closing time, he took the time to answer all my questions and didn’t make me feel rushed. The shop carries a wide variety of unique items beyond jewelry—everything from records and musical instruments to vintage spoons, lamps, and framed pictures. It’s definitely a place worth browsing if you enjoy discovering eclectic finds. James mentioned that all of the watches are mechanically checked before being displayed, which was reassuring. Some models needed new batteries, but many of the mechanical ones wound up beautifully. I didn’t get to spend as much time browsing as I’d like, but I’ll definitely be back for a longer visit. A great little spot for vintage lovers and collectors alike!

Jim Haley SuperMoney is a great one-stop shop for US consumers trying to find the right financial service products for the next step in their financial journey. With over 50 different financial service verticals to compare products within and multiple offer engines consumers can use to make their financial product search more efficient, SuperMoney helps consumers make smarter financial decisions.

Sena Williams Jacqueline level of service and education has been instrumental in our business and personal bookkeeping and taxes. She has taught us so much in the short time we bought her in. I’m looking for a lifetime of growing in knowledge. She has definitely resulted in me managing my business smoother.

Jd Tube I want to thank Jim and his team for the outstanding service. He has been a big asset in helping me maximize my investments and a trusted person for advice for anything related to money.