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    Heritage Financial Strategies

    4.6 (10 reviews)
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    Services - Heritage Financial Strategies

    Investment management

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    Ask the Community - Heritage Financial Strategies

    Review Highlights - Heritage Financial Strategies

    We've been with Shanna almost since the beginning when HFS was basically just a one woman show.

    Mentioned in 10 reviews

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    Wells Fargo Bank

    Wells Fargo Bank

    (14 reviews)

    I have been a customer with WF most of my adult life and this has got to be the worst customer…read moreservice I have ever received. I just came into this branch from another town to get notary service. I have both business and personal accounts as well as a merchant account and multiple credit lines. I have even had a mortgage with this company. The branch manager Maria on today notified me that she only does notary service today from 2:30-3:30 pm and she would be able to notarize a signature if I came back on her time. Further, she continued to tell me she's the only notary here when I know that is a lie because there were three bankers sitting in bankers offices cubes. In order to be a WF banker you have to become a notary. I asked her could you please just do this real quick and she said no. As a business owner, I wouldn't suggest Maria work anywhere where there is no customer or human interaction involved and nowhere she would have to make concessions for anyone, because Maria is only concerned about Maria. In plain English, she told me "I have other things to do besides your notary service." Maria needs to lose her job and learn the hard way what it means to cultivate relationships as a human, let alone a banker. Further she suggested I go to the UPS store and pay ten dollars for services I get for free here. Lord only knows how Maria made it up to branch manager, but she should be removed yesterday. She is a liability.

    Slow slow slow Nobody moves here. Nobody helps anybody out…read more No sense of urgency. They just do not give a crap they take the sweet time with everything and everybody bunch of turtles work here.

    Heritage Financial Strategies - investing - Updated May 2026

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