Very helpful kind un intimidating. Easy process efficient!!…read moreChanged portfolio to this broker.

I spoke with Daniel back in feb of this year and finally got back in touch just barely and he made…read moreEVERYTHING EASY AND SMOOTH he was also able to help make the price lower then the expected amount so thank you Daniel for your help!!!! Also he went above n beyond to help with helping me save money

Great experience with prompt replies and clear explanations. Michelle was fantastic explaining how…read moreElite coverage matched or bettered mine at a lower cost. Very glad I did this. Company and products are top notch. Steve Hudson

Been using Elite and Jimmy for about 20 or so years now. I have always received great service and…read morewhat I believe is the most cost-effective insurance coverage that I need. It was again time to renew my insurance coverages and Jimmy and his office manager, Michelle, researched over 40 carriers to find me the best coverages that I wanted. Like I said, I have always received great service from Elite, but his new office manager Michelle is great! She was fast to respond, accurate in her communiques with me, and efficient. Jimmy, you need to keep this one because she is an asset to your Company!

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.

I've been working with Kaleb fir several years now. Before I even ask, he's done all the research…read moreto get me the most coverage for the best price. I highly recommend working with Kaleb!

Kaleb Brown has helped me since I bought my home in 2020. I have had nothing but fast service with…read moregreat rates and look forward to working with them for years to come.

Rise Up Benefits Group is absolutely outstanding! Viola and her team are hands down amazing…read more Knowledgeable, professional, and genuinely caring. They take what could be a complicated process and make it simple and easy to understand. Their expertise with Medicare enrollment gives you complete confidence in the decision. I truly appreciate how they take the time to explain every option clearly and with patience. I highly recommend Rise Up Benefits Group to anyone needing trusted guidance with Medicare -- they're the best!

The cost of everything has gone up so much over the last few years it's hard to get affordable…read moreinsurance. Ride Up can help you get the Insurance you need at a reasonable price, check them out if you're in the market for new insurance.

How exciting to find someone that truly is interested in finding my family health insurance plans…read morethat work for us. Cindy was very clear and explained all the benefits and advantages of the plans. It's always so difficult to find an ideal plan when there is so much out there. Thank You Cindy for the best service and personal interest. Sincerely appreciated, Carmen

From the owner: We specialize in plans that cover Doctor Visits, Hospital, Surgery, Accident, Critical Illness,…read moreCatastrophic conditions, Dental, Orthodontic, Vision, Hearing, Long Term Care, Life Insurance, Medicare, Final Expense and more. We offer coverage for all situations: Individual, family, small business (15+ employees) and large group. With Healthcare Reform and the industry's ever-changing landscape, Healthcare Solutions Team still has options to choose from. Whether you are looking for better coverage, recently uninsured or it's your first time purchasing health insurance, we will help you find a high quality, affordable plan. Depending on your budget and your need, we will custom design a plan for you. Whichever fits you best Short/Long Term, Fixed Benefit and Guaranteed Issue plans are all available to you. Even if your employer offers you coverage, an individual plan could still be the best option for you. Additionally, dependent coverage through your employer may not always be the most affordable option either. Customizing your coverage is essential as health insurance is not a "one size fits all" type of product. Therefore, we will assist you in determining what will work best for your situation. Serving AZ, OH, TX, MN, TN, NV, GA, IA, CO Contact me only if you are looking for Health or Life Insurance. No solicitations please.

John is easy to work with and answers my questions in a precise manner. It was good to see our…read moreincrease in premiums was only 1.9% as opposed to prior years of +20% .

This company has the best customer service that I have ever experienced in my 40 some years in…read morebusiness. They are always on top of renewal dates, seek out better coverages for your businesses and never show disloyalty, even thou I might be behind on a renewal they serve us with respect and never try to up sell us.

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.