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Heritage Financial Advisors

5.0 (1 review)
Open • 9:00 am - 6:00 pm

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Services - Heritage Financial Advisors

Investment management

Life insurance

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6 months ago

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Eddie Bleiberg - State Farm Insurance Agent - State Farm Logo

Eddie Bleiberg - State Farm Insurance Agent

(5 reviews)

Jim, was very efficient at the start of policy (Aug '25). Then, Jim was able to issue a full…read morecoverage auto policy with a reasonable rate in Maryland. It was with a subsidiary of State Farm, GainsCo auto insurance. Never heard of the company. However, fast forward, when hitting a snag via the online payment portal, it didn't recognize the policy # being inputted in the system. GainsCo customer service may as well be non-existence. All modifications must be completed by the initial insurance representative who began the policy. Due to GainsCo archaic system & poor instructions by customer service, the payment ended-up being late. Maryland insurance compliance do not play. They'll charge approximately $200 for insurance non-compliancy in the state. I was advised by GainsCo agent, prior to making payment, the deadline will be 11/11/25. Insurance canceled on 11/10/25. Jim, the State Farm (GainsCo) agent didn't mitigate circumstances, to waive late fee or reinstatement process. They simply penalized me for not being aware of how to use the archaic online system. If online account numbers isn't entered correctly, it will not populate account payment information. Who knew? This was the first & will be the last payment to experience such awful customer services. When advising Jim of the dissatisfaction received by GainsCo, Jim simply agree with shopping market for another policy, elsewhere. Hence reasons for not completing a google review when starting the policy. Whatever happen to good (not even great) customer & product services. The real satisfaction arrives in the duration of contract (policy). It's difficult to refer anyone to companies who provides convoluted policyholder interactions. Prior to payment, it was requested to sign a "loss of property" form, indicating no damages was done to vehicle due to cancellation. I've paid the late fee, reinstated the policy & presently searching for a more reputable insurance agent & firm. This is not It!!

Offered a good review of policy with competitive prices Could not match my current policy but…read morewill review again at a later date.

Heritage Financial Advisors - investing - Updated May 2026

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