our focus is your heritage
testimonails
your retirement is in good hands
hear from others
We understand choosing someone the best financial partner for you is a significant decision. Hearing from those who have walked in your shoes can offer reassurance and confidence. Below you will find stories from individuals and families who have entrusted us with their financial goals and witnessed the positive impact of our partnership.
“I get to have input on what I do with my accounts. The office staff are so efficient on any questions I inquire about. Heritage Financial cares about my welfare.”
- Judith
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. October 2019
“Keith has always taken great care of my retirement accounts. For the first time in my life, I know I can retire!!”
- Harriet
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. June 2022
“I like knowing that somebody is using his talent and skills to 1) invest my money to the best of their ability and 2) move my funds in regard to different risks. Keith Heritage and his team give my wife and I confidence that we are in good hands. We meet with Keith 3 to 4 times a year as we please.”
- Boyd
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. September 2019
“Keith keeps me informed on how my accounts are performing. He stays in contact and explains in ways I can understand”
- Sylvia
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. August 2019
“Keith is very knowledgeable about products he services. He looks out for my financial wellness, keeps track of actions needed, stays motivated to improve business and is always looking for ways to improve our relationship”
- Ronnie
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. November 2019
“Heritage Financial has good one on one contact with good explanations of questions and account information. The atmosphere is friendly with extracurricular activities and interactions.”
- Lynn
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. October 2019
“It gives me a good feeling to be able to have someone I can trust and be confident in to help me with my investments”
- Barbara
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. November 2020
“I trust Keith’s integrity. His knowledge of investments and retirement is awesome. The team is so prompt to follow up.”
- Annette
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. July 2023
“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!”
- Betty
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. October 2019
“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.”
- Brent
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. January 2024
“Professional, thorough yet relatable. Everyone gives personal attention. I like their team approach- utilizing talents/ expertise of each.”
- Louetta
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. August 2023
“I always felt that whatever Keith invested me in was tailored to me, my life and my attitude.”
- Lisa
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. October 2019
“The ability to meet up in person rather than entrust your finances to a computerized service is very reassuring. The team are laser focused on providing you maximum financial services at a level which is comfortable to your level of risk management. No pressure to invest. Your feeling of safety is important to the team.”
- Elizabeth
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. July 2024
“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.”
- Brian
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. January 2024
“Keith and John are always willing to take the time to sit down and form a customized financial plan to which suits my needs.”
- Amanda
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. July 2024
“We feel that Keith and John tailor their advice to our individual circumstances and that they listen to our concerns and interests for our financial future. One of the best advantages of working with Heritage is that we are able to take care of our weekly and monthly needs while keeping one eye towards the future.”
- Jason & Sunny
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. July 2024
“We have totally appreciated the transparency and competency of the Heritage Financial team. There is peace of mind in knowing the person who holds your money is always available. Also, as a fairly recent retiree, I find comfort in trusting our money/ retirement savings with Keith and his team.”
- Brian & Monique
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. July 2024
“On our annual visit, the time spent in reviewing our investments allows us to fully understand where we stand for our goals and then discuss available options. Many choices and Keith & John take time to discuss all options to allow us to make the best decisions.”
- Steven & Dion
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. July 2024
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success.
