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.