“I trust Keith’s integrity. His knowledge of investments and retirement is awesome. The team is so prompt to follow up.”

“Keith spends unlimited time with detailed information on each investment. He is very passionate and trustworthy. He shows interest and concern and guidance to us older people!”

“We felt like we were talking with sincere and honest professionals that really knew what was best for us and how we could get there. I believe moving our funds to Heritage Financial will prove to be one of the best financial decisions we have made, and I am deeply appreciative of the time and hard work expended by you to help us make this decision.”

“Having successfully procured multiple services provided Heritage Financial LLC, my financial well-being and confidence in navigating my retirement years have been greatly enhanced, to say the least. Without reservation, I would highly recommend any and all of those services provided by Heritage Financial, LLC, a quality financial advisement team and bona fide fiduciary. So my advice is to go attend one of their workshops and see for yourself or, better yet, call them up asap for a consult. I wish I had found them a long time ago.”

“I always felt that whatever Keith invested me in was tailored to me, my life and my attitude.”

“Professional, thorough yet relatable. Everyone gives personal attention. I like their team approach- utilizing talents/ expertise of each.”