TESTIMONIALS
Client Testimonials
“I cannot speak highly enough about the expert financial planning and guidance. I have received over the years from my heritage advisor. Having my heritage advisor for an advisor has been much like having a valued and trusted family member on my team. My heritage advisor is well-versed in all things financial and has advised me on real estate, legal and family trust issues. His answers have always been astute and have played heavily in my decision-making process.
I am indeed fortunate to be one of my heritage advisors’ clients.”
Libby K.
“For the past 15 years, my husband and I have trusted my heritage advisors to guide us through every stage of our financial planning journey. From estate planning, trusts, and UTMA accounts for our children to long-term savings strategies and financial goals, their guidance has been invaluable.
They also played a key role in helping us navigate the transition of ownership within our business and continue to assist with retirement planning for both our family and our employees. Most recently, they played an integral role in helping us launch my husbands contracting business as well. Their experience and knowledge are exceptional, but what truly sets them apart is their ability to explain accounts, performance, and financial strategies in a clear and understandable way while providing thoughtful, direct recommendations tailored to our goals.
We are incredibly grateful for their guidance and highly recommend them to anyone looking for trusted financial advisors.”
Chrissy C.
“My heritage advisors have been phenomenal to work with. They developed a plan for our retirement finances that made us feel very comfortable in retirement. They reviewed our investments that were geared toward growth while I was working and provided us with a plan to reinvest so as to create greater income while reducing our risk. They are both extremely knowledgeable, responsive and communicate in a way that can make complicated investments understandable. They truly make us feel that we are important both professionally and personally. In the wake of an unexpected health situation, and confronted with our long-time financial planner’s abrupt retirement, they reacted compassionately and with great expertise which gave us comfort as we battled the health situation. They did all this even before we had officially hired them as our financial planners. I have no hesitation in recommending my heritage advisors to anyone looking for a financial planner.”
Alan and Jocelyn Z.
“We had a team of professionals that we thought had a good financial, legal and accounting background. Well, we found a much better team of professionals in every field that works for you. My heritage advisors assessed our situation and found gaps in many of our plans such as estate planning, financial planning & our investment portfolio to name just a few. When it comes to your family’s wealth goals, they don’t stop until they get the results you want.”
Peter M.
“My heritage advisors have been great for our family. One of the biggest things they helped us with was transferring our parents’ company over to us. This was a very big deal for us and not an easy thing to navigate. There were a lot of moving parts, and they handled it all the right way from start to finish.
They have also helped us save for retirement and have always done a great job explaining things in a way that actually makes sense. We trust them a lot and really appreciate everything they have done for our family and our business.”
Shane B.
“My heritage advisors are financial advisors, but what they provide goes far beyond traditional financial planning.
Over the years, I have worked with several financial advisors, yet none offered the breadth of services, expertise, and guidance that my heritage advisors have provided. As I approach retirement, I found myself facing a long list of complex and overwhelming decisions: how to sell or transition my business, how to structure my investments to ensure a secure retirement, how to establish wills and trusts to minimize tax exposure, and how to create a succession plan should I decide to pass the business on to my children.
At times, the process felt daunting. I wasn’t sure where to begin or who could help coordinate all the moving parts. my heritage advisors stepped in and took charge. Over the past year and a half, they have repositioned my investments to align with my stage of life and retirement goals, giving me confidence that I will have the resources I need for the future. They developed a thoughtful succession plan for my business, allowing me to focus on today without worrying about what comes next. They also helped establish trusts for my wife and me, addressing both tax efficiency and fair distribution of assets.
What truly sets them apart is their ability to coordinate a team of professionals—including attorneys, accountants, and consultants—who work together seamlessly. Their organization orchestrated every aspect of our planning process, creating a comprehensive strategy tailored to our family’s needs.
The peace of mind they have provided is invaluable. My wife and I are deeply grateful for their dedication, professionalism, and genuine commitment to helping us achieve our goals. I can recommend my heritage advisors without hesitation to anyone seeking trusted advisors who deliver far more than financial advice.”
Yohann M.
“My heritage advisors have proven to be the most astute, involved and knowledgeable financial advisors I have ever experienced since investing. Their attention to their clients is noteworthy in all aspects, offering a fiduciary position, true caring, and intuitive insights into every aspect of selling a business, along with smart investments tailored to each client’s needs. I feel very fortunate to have them.”
Karen M.
“Due to the rising cost of bank fees, my three siblings and I moved all of our financial investments from a prominent banking institution to Heritage Financial Consultants, LLC in 2021. My heritage advisors and the entire team at Heritage have consistently been conscientious, responsive and extremely considerate in every way imaginable. We are all exceedingly grateful for their vast expertise and outstanding professionalism.”
Anna V.