I met with Karla Kirlland, via phone and in person, to establish new home and auto insurance. She…read morewas extremely helpful as I went through the process. Karla is very personable, professional, and a pleasure to work with. Henry F.

Jesicca was extremely helpful and professional in assisting me in setting up a new policy. An all…read morearound pleasant experience.

Brian and Maria made this whole experience a breeze. My previous experience with a different lender…read morewas unpleasant so I was hesitant at first but Brian made me feel super comfortable. They were knowledgeable, helpful, and friendly yet always professional. I would recommend them to anyone looking for a mortgage, especially a first time buyer like me.

The broker/owner of this company is the best I've met. Extremely nice and professional. Currently…read moredoing business with them.

The way Mr Brown explained things to me about life insurance made it very clear. He really helped…read moreme get a plan so my children won't have to worry when the time comes. Great rate also !

Five stars all the way. Lily Allison is a top-tier professional with Preferred Property Mortgage…read more As a real estate agent, I value her professionalism, attention to detail, and proactive communication. I've had the pleasure of partnering with Lily on many transactions, and she explains financing options clearly, anticipates potential issues, and keeps the process moving smoothly. Clients feel well informed and supported, and the transaction progresses with excellent coordination under Lily's leadership, with her team providing strong support. I highly recommend Lily to anyone seeking dependable mortgage solutions.

It is with great pleasure to write this review of the capabilities, actions, and results delivered…read moreby Heritage Financial. We have been their clients for multiple years after recognizing the limitations of several national firms, frequently with small local offices. In our experience, these firms promote themselves as "investment consultants" that really amount to serving as a "stockbroker." Soon after retiring with a nice nest-egg and we recognized the impact of our "as needed" withdrawals. Our withdrawal had the effect of reducing the investment potential/return and frequently increased our tax liability. In our experience, these stockbrokers did not have the capability or resources necessary for us to truly optimize the long-term protection of our nest egg and we were headed down a path that would fail, it was just a matter time - clearly an untenable situation. We needed more... We immediately set out to identify a more sophisticated organization to protect our retirement funds. Specifically, we wanted a local firm that was multi-disciplinary to help us navigate investment opportunities, tax liability, and the long-term efficient transfer of our assets to our children. We searched for months with little success. Fortunately, I learned of an upcoming seminar offered by Heritage Financial. It was quickly apparent that this firm was unlike any other we had assessed and queried. After 30 plus years we found an independent firm that looked and sounded as if it would satisfy our needs. We continued to explore a relationship with Heritage Financial, managed/owned by Keith Heritage, located right here in Newberry, Florida. Their plan for us included the preparation of a multi-faceted investment strategy with an integrated tax protection plan to fulfill our immediate and longer term needs and wants. Of course, we were keen to reduce our tax liability while optimizing the growth and return of our investment dollars with low- to moderate-level of risk. It was an easy decision to move our funds to Heritage Financial and after years of working together the results have proven as near-genius. We simply did not know what we were missing until we joined Heritage Financial. Since this momentous decision, Keith Heritage worked with their investment tax specialist, John Jones, to develop actions to address our short-, intermediate-, and long-term objectives. Each year we modify/update the investment tactics with Keith and John; all with a corresponding tax saving strategy. Today, these very same individuals continue to serve our needs. If our situation changes, they are quick to develop alternatives to keep us on track with our goals. One such change has resulted in the need to prepare a Family Trust - Heritage Financial delivers. In summary, we only wish we had found them sooner. These special individuals earned our trust and respect by listening and understanding our needs, wants, and desires. Today, the proof is in the results. We have learned and experienced the benefits of working with an investment team that is truly multi-disciplinary, forward-looking, and creative. There is zero comparison with our prior stockbroker experience. We feel blessed to work with Heritage Financial and are truly proud of the results they have delivered on our behalf. Thank you for all you have done - Heritage Financial earns an uncompromising FIVE STAR rating. Superior in every sense (and cents), of the word. Awesome. J and B Russell, High Springs

Helped me through a very stressful, confusing and incorrect IRS bill, resolved it, and were great…read moreto deal with throughout the experience.

Horrible. Fails to properly handle your tax needs, you need to chase them, remind them of what they…read moreneed to do, and then, the services provided have them failing to do such minimally expected needs as "pay this much to the IRS." Literally anyone else is better.

I'm a high net worth individual in charge of an estate/trust with inherited retirement accounts as…read morewell as inherited properties I plan to put in a LLC to rent out for cash flow as a small business entrepreneur. Their website claimed to help with everything I needed help with so I filled out the "free consultation," in hopes of getting a CPA to help me plan for my increasingly complex tax situation. I received the email that I would first need to send in or drop off a current tax return and investment statements. Simple enough I thought until I showed up at the office with the requested documents on March 7th in the afternoon. The unprofessional service I received was just hurtful. The woman in the office who I believe to be Krista Lynn told me without looking at the documents and without knowing my situation told me "We're not a good fit for you." I've been around for a long time when someone says that to you even though you fit the requirements for service but they still turn you away it's usually for one discriminating reason. I hate to think that in 2025 people are still racially motivated to do and say hurtful things or stand in the way of a person's attempt for success but I know all to well what this feels like and there is no mistaking it. She didn't even attempt to give me a legitimate reason why she denied me a free consultation. She did however try to tell me that their services for clients range from $300 to $3000 a month stereotyping me as a black person that couldn't afford it hoping the big numbers would scare me off. She also tried to move the goal post going from just needing a tax return and investment statements to now needing the trust documents as well as the deeds to the properties. Which aren't difficult to get but she didn't meantion that until that moment and it just felt like more excuses to deny me service and get me to leave. The worst part is having to explain what just happened and why to my son who was with me to witness this disgraceful event. So yes one star for discrimination wish I could give less. It took me a few days to respond to this situation as I figure out what steps to take next and I hesitated to post this at all but it must be known. All it takes for evil to succeed is for good people to do nothing.

I've been trusting this company with my taxes for over two decades. Truly wonderful service and…read moreexpertise, including for out-of-state customers like me. (After I relocated from Gainesville I retained their services and boy am I ever glad I did.) They take online security seriously, too, which has never been more important. I hear folks don't like tax time. Then I can only assume you have the wrong accountant because Marc and his team make it a breeze!