Legacy Wealth Management - Sacramento (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

Art Preusser After many years of banking with big institutions, I switched to RCU when they opened a branch in Lake County, where I live. I have their credit card, re-fied two auto loans with them and free checking. Its been a year and a half since I switched and I could not be happier with the service, unbeatable rates, the terms and the trust they have shown me. Also, a super-friendly staff that have the authority to actually help me instead of referring me to call 1-800-I-hate-my-bank-offshore-call-center, and a sparkling clean facility.

Jose Perez I am very satisfied with the services the company offers. Marisol was very helpful through the application process and very knowledgeable. Their loans are very affordable and there is no penalty for paying it off sooner. Yet, if you pay it off sooner you save money. Another great benefit is that they report to credit bureaus and helps establish a credit history. Don’t have great? Great way to start it here!

Bryan Gail McAdams was a pleasure to work with and kept us in touch with every detail of our refinance. I would use her again in a heartbeat.