Reviews

More than 20 years ago my husband managed his own financial investments. In truth, he was quite successful. As he became older, he decided to use the services of a financial investment company to take over what he had been doing. My husband studied two major international companies. Very quickly after selecting one, the interpersonal connection was lost.  His money was managed in Florida and phone calls were not returned. Very quickly he withdrew his funds and switched to another company. However, very soon again the investments did not prove as good as his own.

A good friend from work suggested that my husband talk with Heritage Financial. We both met with Chuck Bean, the President at the time. My husband was extremely pleased. He liked their investment systems and policies. Also, he liked the way the group met quarterly with clients. This system worked well for him: he could be informed about the investing, offer his perspectives, and follow the processes.

Later, another family member followed Jim and decided to trust Heritage with her own assets. Other members of my family believe that Heritage is working well for us. They are supportive. Now a widow, I am most appreciative of Heritage’s guidance and quarterly review.

I cannot thank Heritage enough for all the support, calming methods and knowledge they have given me. From the time that my husband and I first signed up, through his death and then trying to figure things out. Heritage has been nothing but outstanding and I have told so many people who I meet how wonderful they treat someone like me who knows nothing and has treated me like I am knowledgeable and have helped me when I have wanted to do crazy things. They are absolutely outstanding and have always treated me with nothing but kindness and helpfulness.

As our trusted financial advisor Heritage Financial has always responded to our specific needs and in a most timely manner. Your investment philosophy and advice have enabled us to weather financial storms while providing us with peace of mind. We thank you and your entire Heritage team for your guidance, support and investment successes. We look forward to the next 15 years with Heritage at our side.

My wife and I were hoping to retire “sooner rather than later”. We needed someone to help us through the decision process and to help us navigate the financial world after our decision. Heritage Financial was the right choice for both requirements. We decided to accept the financial risks and take early retirements. Since that decision, Heritage has done an admirable job of navigating our funds through very challenging financial waters.

We appreciate their ongoing help and cannot overstate our gratitude for the piece of mind it has provided.

We feel very fortunate that we chose Heritage to be our financial managers. We know our savings are in good hands.

Over the years that I have been a client at Heritage, they have done a superb job of listening to my financial goals, and helping me achieve them. Thanks to them, and all things being equal, my retirement is and will be calm, financially sound, and will allow me to remain as independent as I wish. I value their insight, respect their continuing research, and appreciate that they continuously study to remain informed and current about the markets and the financial future we can all look forward to.

The team at Heritage Financial Services helped us reach our goal of retiring without worry. We have placed our financial health and trust in their professional hands for the last 20 plus years. We can’t say enough about their attention to detail and assistance in helping us to understand market drivers and trends. They also helped us to understand how to eventually retire and spend the portfolio that we worked so hard to create over the years. I would highly recommend Heritage to anyone that wants to feel a sense of great trust in their financial advisor…and I have!!

Our experience with Heritage Financial services, has been nothing short of admirable. We have been with Heritage Financial for a long period of time, in which we’ve developed a strong and lasting relationship and friendship with many of the wealth advisors there. The advisors have been kind, honest, trusting and compassionate. Their advice has helped us make important financial decisions. We have recommended Heritage Financial to many of our friends, and family, and we will continue to recommend them.

Mary and I have long thought that one of the best things we have done is to use Heritage Financial to take care of our financial affairs. In that regard, we feel Heritage Financial is doing an excellent job and quite frankly, we sleep well at night without any money worries. But more than that, we have met very nice, friendly, professional people at Heritage. Mary and I value these relationships very highly. The service that you both provided me today is deeply appreciated and more “frosting on the cake”.

I am a long-time client of Heritage. I highly recommend them. They are a highly coordinated team who have responded to all of our financial needs, update us regularly and always respond promptly to and questions we ask. They are very professional, friendly and easy to work with.

We’ve worked with three financial advisors over the course of the last 30+ years. We’ve worked with Heritage Financial Services for several years now. The firm is head and shoulders above the others. They are consistently proactive about keeping us informed, via various modes of communication, so you can choose what works best for you. They are responsive to our (many) questions. If we fail to respond to a request for information, they gently remind us. They stay current with technology. They don’t let us drop the ball, which we appreciate. The team is skilled, smart, warm and deep. We feel lucky to be working with Heritage.

As a long-time client, I have nothing but positive things to say about Heritage Financial. They have strong principles, solid investment strategies, great communication and look at the financial picture holistically – investments, savings, property, insurance, estate, education, etc. everything to help you reach your goals.

Heritage has gained my trust, they invest as if it were their own money.

In a few words – Personalized. Strategic. Detail oriented. Responsive.

My Husband and I began to work with Heritage back in 2007. Since then, needless to say, our lives and the world have taken many turns. I am very pleased to say that Heritage has always helped us make the best possible decisions, based on whatever our needs were, at that particular time.

I trust Heritage implicitly to continue to manage my portfolio, especially during these challenging times.

Peace of mind and a feeling of security is what all of us wish for as each year flies by during these uncertain times. I wish I had not waited until 2019 before enlisting the help of HFS, but better late than never!

The team at HFS is approachable, accessible, professional and they can explain even the most complex financial topics in laymen terms. The HFS team practices the perfect blend of the science as well as art of financial planning. I thank them for taking me and my family on as clients!